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Citizens · 2 hours ago

Virtual Financial Advisor - Detroit, MI

3132 Woodward Ave, Detroit, MI, 48201, US

Full-time

Hybrid

Mid Level

$65K/yr - $70K/yr

Citizens Wealth Management is a leading provider in the investment services industry, seeking talented Financial Advisors to enhance their market presence. The Virtual Financial Advisor will deliver personalized financial strategies to affluent clients, focusing on growing client assets and maintaining compliance with all regulatory requirements.

BankingCredit CardsFinancial ServicesFinTechRetail

H1B Sponsor Likely

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 performance track recordVirtual servicing experienceCustomer service skillsInterpersonal 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

Benefits

Competitive pay

Comprehensive medical, dental and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States

Company

Citizens

Glassdoor3.6

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.

Founded in 1828

Providence, Rhode Island, USA

10001+ employees

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)