Remote Wealth Advisor: Grow Client Assets Virtually
Citizens Careers
Clifton Park, NY
- Remote job
Citizens Wealth Management seeks a Virtual Wealth Advisor to deliver personalized financial strategies to mass affluent clients. Work from a corporate office and serve customers remotely by phone and video, focusing on growing assets and acquiring new clients as the single point of contact for investment needs. The successful candidate will maintain regulatory compliance, leverage investment knowledge, and meet or exceed sales goals while engaging branch teams and expanding client relationships #J-18808-Ljbffr Citizens Careers
Vacancy posted 1 day ago
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