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Remote Wealth Advisor — Personalized Financial

Remote / Online - Candidates ideally in
New York, New York County, New York, 10261, USA
Listing for: Citizens
Remote/Work from Home position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Remote Wealth Advisor — Personalized Financial Growth
Location: New York

A leading investment services firm is hiring a Virtual Wealth Advisor to provide personalized financial strategies to affluent clients. This role involves delivering exceptional customer service, achieving sales targets, and expanding client relationships within a supportive, collaborative environment. Candidates must possess active Series 7 and life insurance licenses, with a proven record in sales, preferably in virtual settings. Competitive salary and comprehensive benefits package offered.
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