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Remote Virtual Financial Advisor – Wealth Management

Remote / Online - Candidates ideally in
Sumter, Sumter County, South Carolina, 29150, USA
Listing for: Citizens Financial Group
Full Time, Remote/Work from Home position
Listed on 2026-06-06
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 financial services firm in the United States is seeking a Virtual Financial Advisor to provide personalized financial strategies to clients. The successful candidate will deliver exceptional service and sales solutions, analyze client investment needs, and engage with clients virtually. Required qualifications include active Series 7 and 66 licenses with a strong sales performance history. This full-time role offers opportunities for growth and development in a supportive environment.
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