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Financial Advisor
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Full-time
- 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.
- The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video.
- 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.
- Active Series 7, 66 (65 and 63), and life insurance licenses
- Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
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