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Remote Virtual Financial Advisor | Client Assets
Remote / Online - Candidates ideally in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-01-12
Boston, Suffolk County, Massachusetts, 02298, USA
Listing for:
Citizens Bank
Remote/Work from Home
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
A leading financial institution is seeking a Virtual Financial Advisor to provide personalized financial strategies to affluent clients. This role involves analyzing clients' investment needs and recommending solutions while achieving sales goals. Candidates should hold active Series 7 and 66 licenses and have a strong track record in sales performance. The ability to work virtually and communicate effectively is essential.
The position offers a structured schedule and opportunities for personal growth.
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