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Virtual Wealth Client Consultant

Lending, Wealth and Asset Management, Finance and Accounting

Johnston, Rhode Island, United States

One Citizens Bank Way

Req. Number: 215566

Full/Part Time: F

Shift: 1st Shift


Citizens Securities, Inc. 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 professionals who proactively identify and sell a broad array of Investment and Insurance products to customers.

Working in a Citizens corporate location a Virtual Wealth Client Consultant will engage prospective clients online in a virtual setting.  Their primary objective is new business development. In this role, you will proactively identify and engage prospective and existing clients. Nurturing those relationships from the first time you reach out and, in every follow-up, will uncover lending and investment opportunities. When talking with prospect clients, VWCCs use their discovery skills to identify client needs, with the goal of referring that prospective client or business opportunity to the appropriate business partner(s). Another aspect of this role is working together with internal and external partners to build awareness of Citizens' wealth management capabilities.


  • Use Smart Lead data intelligence to prepare to articulate our value proposition
  • Understand and establish client profiles to uncover opportunities for broadening Citizens' position
  • Contact prospects perform needs analysis with the goal of acquiring an investment relationship
  • Identify issues and opportunities via financial planning process and use of discovery planning tools
  • Meet and present with prospects virtually via online WebEx and utilization on online tools
  • Transition prospects seamlessly from initial outreach to warm leads for partners
  • Use CRM tool to detail client interactions/prospecting activities
  • Build an activity-based business development plan centered around proactive outreach and follow-up behaviors


  • FINRA Series 6 (or 7) and 65 (or 66) licenses (required)
  • Familiarity with sales of banking products and lending services (required)
  • Bachelor’s degree (preferred) or 3-5 years relevant equivalent experience
  • Experience with investment product referrals and sales (preferred)
  • Excellent written and verbal communication skills
  • Able to consistently maintain heavy proactive outbound sales activity
  • Able to establish successful interpersonal relationships with clients, colleagues, and external partners
  • Able to work in a collaborative, team environment
  • Record of identifying and transitioning high-quality introductions
  • Experience identifying and uncovering explicit and implicit investment opportunities
  • Experience in the financial planning discovery process and planning based planning tools
  • Knowledgeable of regulatory requirements to ensure a sound control environment

The Virtual Wealth Client Consultant role will be located at our offices in Johnston, RI.

Hours and Work Schedule
Hours per Week:  40
Work Schedule: M-F, 8am - 5pm



We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more

Why work with us

  • Colleague development: We offer a clear career path, in-depth training, coaching, and mentoring to help you reach your potential
  • Outstanding resources: We have access to big data analytics, technology, referrals, and industry-wide tools to help target and grow your client relationships
  • Commitment to community: We give back to the communities you work in and live in by volunteering and donating to charities

Awards we've received

  • Best Places to Work for LGBTQ Equality – 100% Corporate Equality Index (2020)
  • Military Friendly Employer (2021)
  • Dave Thomas Foundation – Best Adoption-friendly Workplace (2020)
  • Diversity, Inc. – Top 50 companies for diversity (2020)


We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

View Benefits

Awards We've Received


Human Rights Campaign Best Places to Work for LGBTQ Equality


Dave Thomas Foundation Best Adoption-friendly Workplace


DiversityInc Top 50 Companies for Diversity


Military Friendly Employer