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Virtual Wealth Advisor: Client Assets & Insights
Job in
Westwood, Norfolk County, Massachusetts, 02090, USA
Listed on 2026-01-04
Listing for:
Citizens
Full Time
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
A financial services provider is hiring a Virtual Financial Advisor to enhance client relationships and provide tailored investment strategies. This role, based in Westwood, involves leveraging sales skills to grow client assets while ensuring compliance with financial regulations. Candidates must have active financial licenses and a strong track record in sales. Competitive salary ranges from $65,000 to $70,000 yearly, plus benefits including medical coverage and flexible work arrangements.
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