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Virtual Wealth Advisor at Citizens

Compensation

$65,000 – $70,000/yr

Setup
Remote
Type
Full-time
Level
not_specified

Description

Citizens Wealth Management is seeking a Virtual Wealth Advisor to proactively identify and sell investment and insurance products to clients. This role involves delivering personalized financial strategies, managing client assets, acquiring new clients, and ensuring compliance with regulations. The advisor will work virtually from a corporate office, engaging with customers over phone and video calls.

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