Compensation
$65,000 – $70,000/yr
Citizens Wealth Management is seeking a Virtual Wealth Advisor to join their team. This role involves identifying and selling investment and insurance products to clients, providing personalized financial strategies, and managing client assets. The advisor will work virtually from a corporate office, engaging with customers over the phone and video calls, and focusing on driving sales, building client relationships, and maximizing personal efficiency.
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financial servicesProvidence, Rhode Island, US
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