Financial Advisor Books – Virtual Financial Advisor

List of Top 10 Financial Advisor Books: The Total Money Makeover, The Simple Path to Wealth, Financial Fitness Forever, The Book on Making Money, The Million-Dollar Financial Advisor …

Top 10 Best Books for Financial Advisors (2020) Storytelling for Financial Advisors by Scott West and Mitch Anthony. I remember reading this book … The Million-Dollar Financial Advisor by David J. Mullen Jr. David J. Mullen actually has two books … Questions Great Financial Advisors Ask by Alan Parisse and David Richman. When I am coaching … Ineffective Habits of Financial Advisors by Steve Moore and Gary Brooks. Similar to Mullen’s books, …

This financial advisor book tries to cover all the essential aspects of personal finance for today’s young adults, and while doing so, the author teams up with 9 different millennial co-authors in each chapter. The book provides a practical, step-by-step approach to tackling personal finances.

The book is geared toward financial advisors and investors looking to expand their technical knowledge of the evidence-based investing world. In it, … These finance books are must-read picks for financial advisors and other financial professionals. By Coryanne Hicks, Contributor July 14, 2020, By Coryanne Hicks, …

Principles: Life and Work. Ray Dalio’s success speaks for itself: in June 2019 he was the 58th … What It Takes: Lessons in the Pursuit of Excellence. As the founder of the Blackstone Group, … The Financial Advisor’s Guide to Excellence: Becoming a World-Class Practitioner. If you’re looking … Reminiscences of a Stock Operator. The oldest entry on this list (first published in 1923), Edwin …

Financial Advisor Books

What are the best books for financial advisors?

There are just so many good reads out there. I’ve tried my best to put my favorites on this list. These are, in no particular order, the best books for financial advisors. They also contain affiliate links so if you end up getting anything, thank you! 1. Storytelling for Financial Advisors by Scott West and Mitch Anthony

What are the best personal finance textbooks?

The 9 Best Personal Finance Books of 2019. The Best Overall: Rich Dad Poor Dad by Robert Kiyosaki. Runner-Up, Best Overall: You Are a Badass at Making Money by Jen Sincero. The Best Book About How to Get Rich: The Automatic Millionaire by David Bach. The Best Book About Wellbeing: AgeProof by Jean Chatzky and Michael F. … The Best Book About Retiring Young: How to Retire Happy, Wild, and Free.

What is the best selling personal finance book?

With an updated, 2017 version, 20 years since it was first published, this read is one of the bestselling personal finance books ever. Kiyosaki walks readers through some childhood reminiscences, a contrast between his not-very-wealthy father and the dad of his friend who happened to be one of the richest residents of Hawaii.

Who wrote the book fundamental equity investing?

Security Analysis Benjamin Graham and David Dodd wrote the “bible” of fundamental equity investing in this classic, first published in 1934. If you’re interested in the techniques of value investing, an approach favored by Warren Buffett (who was a student of Graham’s at Columbia University), you’re certain to benefit from this book.

Virtual Financial Advisor – Citizens

The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to amass affluent clientele. The Virtual Financial Advisor will be based out of a Citizen’s 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 legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients’ financial needs and goals.

Job Description

The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies, and present investment choices by analyzing the client’s information including assets, income, debts, and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client’s circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services while developing strong working relationships with branch personnel.


  • Focus on clients: Aspire to deliver world-class customer service
  • Drive sales: Analyze the client’s investment needs and achieve sales growth goals by delivering an exceptional virtual experience
  • Build a book of business: Proactively seek ways to develop and expand client relationships
  • Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals
  • Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing, and interpersonal skills


  • 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

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