Remote Wealth Advisor Grow Clients & Assets Virtually

Citizens

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 #J-18808-Ljbffr

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Vacancy posted 5 days ago

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