Virtual Wealth Advisor - Client Assets
Job in
West Conshohocken, Montgomery County, Pennsylvania, USA
Listed on 2026-07-13
Listing for:
Citizens
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Location: West Conshohocken
Citizens Wealth Management is seeking a Virtual Wealth Advisor to deliver personalized financial strategies to mass affluent clients. This role operates virtually via phone and video, serving as the single point of contact for investment needs and driving client asset growth while maintaining compliance with company policies.
The position requires active investment licenses, virtual selling experience, and a strong sales track record.
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