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Remote Virtual Wealth Advisor — Client Assets
Remote / Online - Candidates ideally in
Johnston, Providence County, Rhode Island, 02919, USA
Listed on 2026-06-19
Johnston, Providence County, Rhode Island, 02919, USA
Listing for:
Citizens Bank
Full Time, Remote/Work from Home
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant -
Sales
Financial Sales
Job Description & How to Apply Below
Citizens Bank is seeking a Virtual Wealth Advisor to deliver personalized financial strategies to mass affluent clientele while operating virtually. This role requires an active Series 7 and 66 licenses and a proven sales performance track record.
The successful candidate will engage with clients to determine their investment needs, recommend strategies, and promote investment products.
This position offers competitive pay, benefits, and the opportunity to work 40 hours a week, Monday to Friday.
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