Virtual Wealth Advisor: Grow Client Assets Online
Citizens Bank
Citizens Bank is seeking a Virtual Wealth Advisor to deliver personalized financial strategies to mass affluent clients remotely, primarily via phone and video. The role focuses on growing client assets, retaining and acquiring clients, and serving as the single point of contact for investment needs. Based in our Wealth Management division, the advisor will work from a Citizens corporate office and engage with branches virtually, meeting sales goals while maintaining compliance with company #J-18808-Ljbffr Citizens Bank
Vacancy posted 2 days ago
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