15 virtual financial advisor jobs found

Description Citizens Wealth Management 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...

Remote AZ, NV or TX preferred locations. AZ, NV or TX Real Estate License required. *** Candidates must be available for these working hours.: Monday, Tuesday and Thursday 10:30AM to 6:30PM PST Wednesday 1:30PM to 9:30PM PST JOB SUMMARY Interact with prospective owners over the telephone and email and effectively uses sales techniques to convert them into purchasers. Develop relationships with prospective owners by following up on referrals and leads. Cater the sales experience to the individual needs and preferences of each prospective owner, and follow through with the sales contract process to ensure that all paperwork is completed accurately and efficiently. Maintain the customer relationship after the sale is complete to ensure continued satisfaction with the organization and to develop future business opportunities (i.e., referrals,...

REMOTE AZ, NV or TX preferred locations. AZ, NV or TX Real Estate License required. *** Candidates must be available for these working hours.: Monday, Tuesday and Thursday 10:30AM to 6:30PM PST Wednesday 1:30PM to 9:30PM PST JOB SUMMARY Interact with prospective owners over the telephone and email and effectively uses sales techniques to convert them into purchasers. Develop relationships with prospective owners by following up on referrals and leads. Cater the sales experience to the individual needs and preferences of each prospective owner, and follow through with the sales contract process to ensure that all paperwork is completed accurately and efficiently. Maintain the customer relationship after the sale is complete to ensure continued satisfaction with the organization and to develop future business opportunities (i.e., referrals, additional sales). CANDIDATE PROFILE...

JOB SUMMARY Contribute to the success of the organization and sales distribution site by effectively using sales techniques and processes to convert prospective owners into purchasers as well as reload Owners. Support Sales Executives by performing sales closings as part of a Take-Over process or when the Sales Executive is not licensed to perform closings on their own. Develop relationships with prospective owners by soliciting and following up on referrals and leads. Cater the sales experience to the individual needs and preferences of each potential owner, and follow through with the sales contract process to ensure that all required paperwork and legally required documents are completed accurately and in a timely manner. Maintain the customer relationship after the sale is complete to ensure continued owner satisfaction with the organization and to develop future business opportunities (i.e., reloads, referrals, additional sales). Provide...

Hourly Rate: $14.00JOB SUMMARY The Hybrid Sales Executive Team Leader position pays a base wage of $14 per hour with production pay. Contribute to the success of the organization and sales distribution site by effectively using sales techniques and processes to convert prospective owners into purchasers as well as reload Owners. Support Sales Executives by performing sales closings as part of a Take-Over process or when the Sales Executive is not licensed to perform closings on their own. Develop relationships with prospective owners by soliciting and following up on referrals and leads. Cater the sales experience to the individual needs and preferences of each potential owner, and follow through with the sales contract process to ensure that all required paperwork and legally required documents are completed accurately and in a timely manner. Maintain the customer relationship after the sale is complete to ensure continued owner satisfaction with the organization...

Premier ABA Provider for Children with Autism *We are a Responsive Employer- we will be in touch with you within 24 hours of applying* Why Traveling BCBAs Choose ABC: Full Time, Permanent Position Remote with Travel (3 Full Work Days/ Month) Long-Term Incentives: $10,000 or more per year once you reach Sr. BCBA or higher through our Citizenship Program. Relocation Support: Well help move you so you can check that state off your bucket list. 401K with Company Match: Invest in your future quickly; with our company match- we help grow your savings fast. 29 Days Off in Year One: Including holidays, PTO, CEU days, and flex days-no guilt, just rest. Manageable Caseloads: Typically, 5.5 clients with a max caseload of 8, so youre set up for success, not burnout. No Non-Compete Clauses: We believe great talent doesnt need restrictions Career Growth: Transparent advancement and clear growth plans Clinical Guidance: Our BCBAs are guided by our Clinical...

Premier ABA Provider for Children with Autism *We are a Responsive Employer- we will be in touch with you within 24 hours of applying* Why Traveling BCBAs Choose ABC: Full Time, Permanent Position Remote with Travel (3 Full Work Days/ Month) Long-Term Incentives: $10,000 or more per year once you reach Sr. BCBA or higher through our Citizenship Program. Relocation Support: Well help move you so you can check that state off your bucket list. 401K with Company Match: Invest in your future quickly; with our company match- we help grow your savings fast. 29 Days Off in Year One: Including holidays, PTO, CEU days, and flex days-no guilt, just rest. Manageable Caseloads: Typically, 5.5 clients with a max caseload of 8, so youre set up for success, not burnout. No Non-Compete Clauses: We believe great talent doesnt need restrictions Career Growth: Transparent advancement and clear growth plans Clinical Guidance: Our BCBAs are guided by our Clinical...

Premier ABA Provider for Children with Autism *We are a Responsive Employer- we will be in touch with you within 24 hours of applying* Why Traveling BCBAs Choose ABC: Full Time, Permanent Position Remote with Travel (3 Full Work Days/ Month) Long-Term Incentives: $10,000 or more per year once you reach Sr. BCBA or higher through our Citizenship Program. Relocation Support: Well help move you so you can check that state off your bucket list. 401K with Company Match: Invest in your future quickly; with our company match- we help grow your savings fast. 29 Days Off in Year One: Including holidays, PTO, CEU days, and flex days-no guilt, just rest. Manageable Caseloads: Typically, 5.5 clients with a max caseload of 8, so youre set up for success, not burnout. No Non-Compete Clauses: We believe great talent doesnt need restrictions Career Growth: Transparent advancement and clear growth plans Clinical Guidance: Our BCBAs are guided by our Clinical...

Premier ABA Provider for Children with Autism *We are a Responsive Employer- we will be in touch with you within 24 hours of applying* Why Traveling BCBAs Choose ABC: Full Time, Permanent Position Remote with Travel (3 Full Work Days/ Month) Long-Term Incentives: $10,000 or more per year once you reach Sr. BCBA or higher through our Citizenship Program. Relocation Support: Well help move you so you can check that state off your bucket list. 401K with Company Match: Invest in your future quickly; with our company match- we help grow your savings fast. 29 Days Off in Year One: Including holidays, PTO, CEU days, and flex days-no guilt, just rest. Manageable Caseloads: Typically, 5.5 clients with a max caseload of 8, so youre set up for success, not burnout. No Non-Compete Clauses: We believe great talent doesnt need restrictions Career Growth: Transparent advancement and clear growth plans Clinical Guidance: Our BCBAs are guided by our Clinical...

Premier ABA Provider for Children with Autism *We are a Responsive Employer- we will be in touch with you within 24 hours of applying* Why Traveling BCBAs Choose ABC: Full Time, Permanent Position Remote with Travel (3 Full Work Days/ Month) Long-Term Incentives: $10,000 or more per year once you reach Sr. BCBA or higher through our Citizenship Program. Relocation Support: Well help move you so you can check that state off your bucket list. 401K with Company Match: Invest in your future quickly; with our company match- we help grow your savings fast. 29 Days Off in Year One: Including holidays, PTO, CEU days, and flex days-no guilt, just rest. Manageable Caseloads: Typically, 5.5 clients with a max caseload of 8, so youre set up for success, not burnout. No Non-Compete Clauses: We believe great talent doesnt need restrictions Career Growth: Transparent advancement and clear growth plans Clinical Guidance: Our BCBAs are guided by our Clinical...

Premier ABA Provider for Children with Autism *We are a Responsive Employer- we will be in touch with you within 24 hours of applying* Why Traveling BCBAs Choose ABC: Full Time, Permanent Position Remote with Travel (3 Full Work Days/ Month) Long-Term Incentives: $10,000 or more per year once you reach Sr. BCBA or higher through our Citizenship Program. Relocation Support: Well help move you so you can check that state off your bucket list. 401K with Company Match: Invest in your future quickly; with our company match- we help grow your savings fast. 29 Days Off in Year One: Including holidays, PTO, CEU days, and flex days-no guilt, just rest. Manageable Caseloads: Typically, 5.5 clients with a max caseload of 8, so youre set up for success, not burnout. No Non-Compete Clauses: We believe great talent doesnt need restrictions Career Growth: Transparent advancement and clear growth plans Clinical Guidance: Our BCBAs are guided by our Clinical...

Premier ABA Provider for Children with Autism *We are a Responsive Employer- we will be in touch with you within 24 hours of applying* Why Traveling BCBAs Choose ABC: Full Time, Permanent Position Remote with Travel (3 Full Work Days/ Month) Long-Term Incentives: $10,000 or more per year once you reach Sr. BCBA or higher through our Citizenship Program. Relocation Support: Well help move you so you can check that state off your bucket list. 401K with Company Match: Invest in your future quickly; with our company match- we help grow your savings fast. 29 Days Off in Year One: Including holidays, PTO, CEU days, and flex days-no guilt, just rest. Manageable Caseloads: Typically, 5.5 clients with a max caseload of 8, so youre set up for success, not burnout. No Non-Compete Clauses: We believe great talent doesnt need restrictions Career Growth: Transparent advancement and clear growth plans Clinical Guidance: Our BCBAs are guided by our Clinical...

Premier ABA Provider for Children with Autism *We are a Responsive Employer- we will be in touch with you within 24 hours of applying* Why Traveling BCBAs Choose ABC: Full Time, Permanent Position Remote with Travel (3 Full Work Days/ Month) Long-Term Incentives: $10,000 or more per year once you reach Sr. BCBA or higher through our Citizenship Program. Relocation Support: Well help move you so you can check that state off your bucket list. 401K with Company Match: Invest in your future quickly; with our company match- we help grow your savings fast. 29 Days Off in Year One: Including holidays, PTO, CEU days, and flex days-no guilt, just rest. Manageable Caseloads: Typically, 5.5 clients with a max caseload of 8, so youre set up for success, not burnout. No Non-Compete Clauses: We believe great talent doesnt need restrictions Career Growth: Transparent advancement and clear growth plans Clinical Guidance: Our BCBAs are guided by our Clinical...

Premier ABA Provider for Children with Autism *We are a Responsive Employer- we will be in touch with you within 24 hours of applying* Why Traveling BCBAs Choose ABC: Full Time, Permanent Position Remote with Travel (3 Full Work Days/ Month) Long-Term Incentives: $10,000 or more per year once you reach Sr. BCBA or higher through our Citizenship Program. Relocation Support: Well help move you so you can check that state off your bucket list. 401K with Company Match: Invest in your future quickly; with our company match- we help grow your savings fast. 29 Days Off in Year One: Including holidays, PTO, CEU days, and flex days-no guilt, just rest. Manageable Caseloads: Typically, 5.5 clients with a max caseload of 8, so youre set up for success, not burnout. No Non-Compete Clauses: We believe great talent doesnt need restrictions Career Growth: Transparent advancement and clear growth plans Clinical Guidance: Our BCBAs are guided by our Clinical...