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Financial Sales Financial Consultant

Virtual Wealth Advisor | Remote Financial Guidance

Remote / Online - Candidates ideally in
West Hartford, Hartford County, Connecticut, 06107, USA
Listing for: Citizens Bank
Remote/Work from Home position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Consultant
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a Virtual Financial Advisor to deliver personalized financial strategies through virtual engagements. This role focuses on analyzing clients' investment needs, meeting sales goals, and maintaining compliance. Ideal candidates should possess Series 7, 66 licenses, have proven sales performance, and experience with phone-based sales. Join a team committed to exceptional customer service and professional growth.
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