Financial Services Professional

hace 4 semanas


Puerto Diablo Barrio, Puerto Rico Citizens A tiempo completo
Key Responsibilities

As a Virtual Financial Advisor at Citizens, you will be responsible for delivering personalized financial strategies to mass affluent clientele. Your primary objective will be to grow client assets, retain and acquire new clients through being the single point of contact for investment needs.

Key Skills and Qualifications
  • 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 for Citizens

Citizens is a customer-centric company that is committed to fostering an inclusive culture. We provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleagues or a dependents reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

We are a brand name of Citizens Bank, N.A. and each of its respective affiliates. Our company is built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.



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