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Remote Virtual Wealth Advisor — Client Assets
Remote / Online - Candidates ideally in
Johnston, Providence County, Rhode Island, 02919, USA
Listed on 2026-06-15
Johnston, Providence County, Rhode Island, 02919, USA
Listing for:
Citizens Bank
Remote/Work from Home
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Citizens Bank is seeking a Virtual Wealth Advisor based in Johnston, Rhode Island. This key role involves delivering personalized financial strategies and exceptional virtual customer service to clients, enhancing their investment experiences.
The ideal candidate will have active Series 7 and 66 licenses, a proven sales track record, and experience in virtual investment product sales. The position includes competitive pay, comprehensive benefits, and flexible work arrangements.
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