Financial Advisor - Virtual
Company: Citizens
Location: Irving
Posted on: May 12, 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
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
Qualifications
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
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Monday through Friday
Why Work for UsAt 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 OpportunityCitizens, 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/VeteranCitizens is a brand name of Citizens Bank,
N.A. and each of its respective affiliates.
Keywords: Citizens, Irving , Financial Advisor - Virtual, Accounting, Auditing , Irving, Texas
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