Remote Wealth Advisor | Grow Client Assets Virtually

Citizens Wealth Management is seeking a Virtual Wealth Advisor to deliver personalized financial strategies to mass affluent clients via phone and video. The role emphasizes growing client assets, retaining and acquiring new clients as the single point of contact for investment needs, while complying with company policies and regulatory requirements.

The successful candidate will work with a circuit of branches in a virtual capacity, assess client information, compare investment options, and