Financial Advisor

DescriptionCitizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisorswho proactively identify and sell a broad array of Investment and Insurance products to customers.The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. TheVirtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals.The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual Financial Advisorstrives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.Primary responsibilities includeFocus on clients: Aspire to deliver world-class customer serviceDrive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experienceBuild book of business: Proactively seek ways to develop and expand client relationshipsMaximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goalsGrow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skillsQualifications, Education, Certifications and/or Other Professional Credentials"‹"‹"‹"‹Active Series 7, 66 (65 and 63),and life insurance licensesEstablished track record of top-ranked sales performanceExperience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product salesAble to adapt quickly to changing requirements or environmentsHours and Work ScheduleHours per Week: 40Work Schedule: variesSome job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.Equal Employment OpportunityAt Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.Equal Employment and Opportunity EmployerCitizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Disability Equality Index Best Places to Work for People with Disabilities Fair360 Top Regional Company FORTUNE's World's Most Admired Companies Human Rights Campaign Corporate Equality Index 100 Award Military Friendly® Employer Age-Friendly Institute's Certified Age-Friendly Employer Bloomberg Gender Equality Index, Standout Dave Thomas Foundation's Best Adoption-Friendly Workplace Forbes America's Best Large Employers Equal Employment Opportunity At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates. Citizens is committed to ensuring that all interested candidates can successfully participate in our recruitment process. If you are an individual with a disability or require a reasonable accommodation, please see our Job Seeker Help policy. -

Created: 2024-10-19