Virtual Wealth Advisor - Southfield, MI

Citizens Virtual Wealth Advisor - Southfield, MI YesterdaySaved In-Office or Remote 2 Locations 65K-70K Annually Entry level 65K-70K Annually Entry levelDigital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • AutomationProvides virtual wealth-management advice to mass-affluent clients through phone and video consultations. Analyzes client finances, recommends investment strategies and insurance products, develops client relationships, grows assets under management, acquires and retains clients, achieves sales goals, and maintains regulatory and company compliance while partnering with branch personnel.