Virtual Financial Advisor jobs in United States
cer-icon
Apply on Employer Site
company-logo

Citizens · 2 months ago

Virtual Financial Advisor

position99 High Street, Boston, MA, 02110, US
timeFull-time
remoteHybrid
seniorityMid Level

Citizens is a high quality provider in the investment services industry, focused on growing market share. The Virtual Financial Advisor is responsible for delivering personalized financial strategies to mass affluent clientele and aims to grow client assets while maintaining compliance and providing outstanding service.

BankingCredit CardsFinancial ServicesFinTechRetail
check
H1B Sponsor Likelynote

Responsibilities

Focus on clients: Aspire to deliver world-class customer service
Drive sales: Analyze the client’s investment needs and achieve sales growth goals by delivering an exceptional virtual experience
Build book of business: Proactively seek ways to develop and expand client relationships
Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals
Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills

Qualification

Active Series 7 licenseActive Series 66 licenseLife insurance licenseSales performanceVirtual servicing experienceCustomer serviceInterpersonal skillsSelf-motivationAttention to detail

Required

Active Series 7, 66 (65 and 63), and life insurance licenses
Established track record of top-ranked sales performance
Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
Able to adapt quickly to changing requirements or environments

Company

Citizens

twittertwittertwitter
Glassdoor3.6
company-logo
At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.
dateFounded in 1828
location
Providence, Rhode Island, USA
people-size10001+ employees
web-link
https://www.citizensbank.com/

H1B Sponsorship

Citizens has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Public Company
Total Funding
$2B
2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO

Leadership Team

leader-logo
Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
linkedin
leader-logo
Steve Kozek
Head of Commercial Excellence, Senior Vice President
linkedin

Recent News

Talk Business & Politics
Connections: New hires announced at Walton School of Medicine
2026-01-19
Arkansas Business — Business News, Real Estate, Law, Construction
AFCU, Sissy’s Log Cabin, Conway Corp. Announce Promotions (Movers & Shakers)
2026-01-19
Providence Business News
Preservation of Affordable Housing closes on financing to renovate Hillside Village
2026-01-16
Company data provided by crunchbase