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Remote Wealth Advisor: Grow Client Assets Virtually

Citizens Bank, Fairlawn, OH, United States


A financial services firm is seeking a Virtual Wealth Advisor in Fairlawn, Ohio, responsible for delivering tailored financial strategies to affluent clients. The ideal candidate must hold Series 7 and 66 licenses and have a strong track record in sales, particularly in financial products. This role requires excellent communication skills to build relationships virtually and achieve sales goals, with a competitive salary range of $65,000 - $70,000 plus incentives. Benefits include comprehensive healthcare coverage and flexible working arrangements.
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