About this role
Virtual Wealth Advisor - Greater Philadelphia, PA at Citizens Financial Group, Inc.. Location: West Conshohocken, Pennsylvania, United States. Role: advising clients, growing assets, selling products Requirements: Active Series 7, 66 (65 and 63) and life insurance licenses; strong sales track record; experience with virtual/phone-based sales; adaptable with client-focused selling and advisory skills. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 66, series 65, series 63, life insurance Commitment: Full Time Workplace: Hybrid Languages: English