Financial Advisor - Financial Advice Center
Company: Citizens
Location: Brookline
Posted on: November 25, 2022
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Job Description:
Description
Citizens Securities, Inc. is honored to be a high quality provider
in the investment services industry and is focused on growing our
market share in the states we currently operate. We are currently
hiring talented Financial Advisors who proactively identify and
sell a broad array of Investment and Insurance products to
customers.
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
primary objective of this trusted advisor is to grow client assets,
retain and acquire new clients through being the single point of
contact for investment needs. 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. This role will require a holistic delivery, in a
virtual capacity, of outstanding service and sales solutions to
meet clients' financial needs and goals.
The successful candidate will work with a set circuit of branches
and engage with customers in a virtual capacity to determine their
investment needs, recommend investment strategies and present
investment choices by analyzing the client's information including
assets, income, debts and other liabilities, cash flow and tax
status. The Virtual Financial Advisor compares and evaluates
possible investment options and identifies investment strategies
and potential products based on their knowledge of market
conditions and the client's circumstances. The Virtual Financial
Advisor strives to meet and exceed identified sales goals. The
Virtual Financial Advisor will proactively engage potential new
clients to promote and sell investment products and services, while
developing strong working relationships with branch personnel.
Responsibilities
Qualifications
Hours & Work Schedule
Some job boards have started using jobseeker-reported data to
estimate salary ranges for roles. If you apply and qualify for this
role, a recruiter will discuss accurate pay guidance.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around
helping our customers and giving back to our local communities.
When you join our team, you are part of a supportive and
collaborative workforce, with access to training and tools to
accelerate your potential and maximize your career growth.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies provide
equal employment and advancement opportunities to all colleagues
and applicants for employment without regard to age, ancestry,
color, citizenship, physical or mental disability or perceived
disability, ethnicity, gender, gender identity or expression,
genetic information, genetic characteristic, marital or domestic
partner status, victim of domestic violence, family
status/parenthood, medical condition, military or veteran status,
national origin, pregnancy/childbirth/lactation, colleague's or a
dependent's reproductive health decision making, race, religion,
sex, sexual orientation, or any other category protected by
federal, state and/or local laws.
Equal Employment and Opportunity Employer/Disabled/Veteran
Citizens is a brand name of Citizens Bank, N.A. and each of its
respective affiliates.
Keywords: Citizens, Brookline , Financial Advisor - Financial Advice Center, Accounting, Auditing , Brookline, Massachusetts
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