Virtual Wealth Advisor - Boston, MA
RG&T Solutions, Westwood, MA, United States
Overview
The Virtual Wealth Advisor role involves delivering personalized financial strategies to mass affluent clients through virtual channels such as phone and video.
Key Responsibilities
Analyze clients' financial situations.
Recommend investment options.
Proactively seek new clients to grow assets and achieve sales targets.
Maintain compliance with policies and regulations.
Build strong client relationships.
Expand book of business.
Qualifications
Active Series 7, 66 (65 and 63) licenses.
Proven sales performance.
Comfort with virtual service delivery.
Compensation and Benefits
Salary range: $65,000-$70,000 plus incentives.
Benefits include medical coverage, retirement plans, flexible hours, and professional development opportunities.
Working Hours
Hybrid schedule, working Monday through Friday.
Diversity and Inclusion
Emphasizes diversity, inclusion, and career growth within a supportive environment.
#J-18808-Ljbffr
The Virtual Wealth Advisor role involves delivering personalized financial strategies to mass affluent clients through virtual channels such as phone and video.
Key Responsibilities
Analyze clients' financial situations.
Recommend investment options.
Proactively seek new clients to grow assets and achieve sales targets.
Maintain compliance with policies and regulations.
Build strong client relationships.
Expand book of business.
Qualifications
Active Series 7, 66 (65 and 63) licenses.
Proven sales performance.
Comfort with virtual service delivery.
Compensation and Benefits
Salary range: $65,000-$70,000 plus incentives.
Benefits include medical coverage, retirement plans, flexible hours, and professional development opportunities.
Working Hours
Hybrid schedule, working Monday through Friday.
Diversity and Inclusion
Emphasizes diversity, inclusion, and career growth within a supportive environment.
#J-18808-Ljbffr