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Virtual Wealth Advisor - Remote Investment Guidance
Remote / Online - Candidates ideally in
Elmwood, Connecticut, USA
Listed on 2026-01-28
Elmwood, Connecticut, USA
Listing for:
Citizens Bank
Full Time, Remote/Work from Home
position Listed on 2026-01-28
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant -
Sales
Financial Sales
Job Description & How to Apply Below
A leading financial institution is seeking a Virtual Financial Advisor based in Connecticut to provide personalized financial strategies to a diverse clientele. This role emphasizes sales growth through exceptional virtual customer service, requiring active financial licenses. Ideal candidates are self-motivated and excel in building client relationships while managing compliance with firm policies. This position is full-time with expectations to maintain a strong personal performance in sales and service, contributing substantially to the firm's growth.
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