Remote Wealth Advisor — Clients & Assets Virtually
Town of Amherst, Erie County, New York, USA
Listed on 2026-10-15
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Location: Town of Amherst
Citizens Wealth Management seeks a Virtual Wealth Advisor to deliver personalized investment and insurance guidance to mass affluent clients via phone and video from a Citizens office. You will grow client assets, retain and acquire new relationships, and act as the single point of contact for investment needs.
This remote role requires staying compliant with firm policies, presenting clear investment options, and partnering with branch teams to expand the client book while achieving sales goals
We are looking to fill the Remote Wealth Advisor — Grow Clients & Assets Virtually position at Citizens in Town of Amherst, NY, United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Remote Wealth Advisor — Grow Clients & Assets Virtually role at Citizens, based in Town of Amherst, NY, United States.
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