Citizens · 2 months ago
Virtual Financial Advisor
BOSTON, MA
Full-time
Onsite
Mid LevelCitizens Wealth Management is a reputable provider in the investment services industry seeking talented Financial Advisors. The Virtual Financial Advisor will deliver personalized financial strategies to mass affluent clientele, focusing on growing client assets and acquiring new clients through virtual interactions.
Information Technology & Services
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
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
Citizens is a mobile app that encourages and empowers polite and responsible citizenship through technology and mutual accountability.
Founded in 2018
2-10 employees
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
Early StageCompany data provided by crunchbase