Virtual Wealth Advisor - Rochester, NY

Citizens Virtual Wealth Advisor - Rochester, NY 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 advisory services to mass-affluent clients by assessing financial needs, recommending investment and insurance products, acquiring and retaining clients, growing assets, developing branch relationships, and meeting sales goals. The role delivers personalized strategies through phone and video while maintaining regulatory and organizational compliance.