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Virtual Financial Advisor

Citizens Bank
Medford, Massachusetts
Salary based on experience.
Closing date
Dec 16, 2021

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary
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Citizens Securities, Inc. is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate.  We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. 

The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video.  The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients’ financial needs and goals.

The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client’s circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals.  The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. 


•Focus on clients: Aspire to deliver world-class customer service

•Drive sales: Analyze the client’s investment needs and achieve sales growth  goals by delivering an exceptional virtual experience

•Build book of business: Proactively seek ways to develop and expand client relationships

•Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals

•Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills


Active Series 7, 66 (65 and 63), and life insurance licenses

Established track record of top-ranked sales performance

Experience and comfort with virtual and phone based servicing and sales, ideally financial or investment product sales

Able to adapt quickly to changing requirements or environments

Why work with us

  • Big bank with a neighborhood feel: We understand local business' needs and how to help you grow your book of business
  • Management that listens: Our experienced leadership is ready to hear your feedback and empower you
  • Effective resources and products: Our products, digital lending, and extensive support make it easy for businesses to work with you
  • Dedication to community: From providing capital to volunteering, we invest in communities as a financial advisor and neighbor


We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more

Awards we've received

  • Forbes World's Best Banks (2020)
  • Forbes Best Employers for Diversity (2020)
  • Best Places to Work for LGBTQ Equality – 100% Corporate Equality Index (2020)
  • Military Friendly Employer (2020)
  • Dave Thomas Foundation – Best Adoption-friendly Workplace (2020)
  • Diversity, Inc. – Top 25 companies for diversity (2019)

Hours & Work Schedule 

Hours per Week:  40 

Work Schedule:  Monday through Friday

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