Wealth Advisor - Plymouth, MI

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 105,000 - 250,000 annuallyFunction: OtherExperience: 2+ yearsEducation: high_schoolSkills: ["Relationship building","Client outreach","Client book management","Collaboration","Communication"]

Serve as a branch-based Wealth Advisor by discovering clients’ short- and long-term goals and building personalized wealth management strategies. Develop a high-quality practice, drive proactive outreach, and grow relationships through partner referrals. Deliver services by leveraging internal stakeholders and specialists across financial planning, investment management, insurance, and estate planning, while operating in a collaborative, client-first branch environment.

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Citizens Bank
Citizens Bank
2 days ago

Wealth Advisor - Plymouth, MI

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Last checked: 4 hours agoStatus: Live

Job Summary

Serve as a branch-based Wealth Advisor by discovering clients’ short- and long-term goals and building personalized wealth management strategies. Develop a high-quality practice, drive proactive outreach, and grow relationships through partner referrals. Deliver services by leveraging internal stakeholders and specialists across financial planning, investment management, insurance, and estate planning, while operating in a collaborative, client-first branch environment.
Location: United States
Workplace: Onsite
Employment Type: Full time
Seniority: Mid level

Key Responsibilities

  • •Develop a high-quality wealth management practice providing personalized wealth management strategy.
  • •Enhance and preserve relationships with key partners to boost client introductions and engagement.
  • •Proactively conduct client and prospect outreach to promote Citizens Wealth Management capabilities.
  • •Grow existing relationships through partnership referrals and tailor planning to client needs.
  • •Use internal stakeholders and specialists to deliver services including financial planning, investment management, insurance, and estate planning.

Pay and Benefits

Salary: USD 105,000 - 250,000 annually
Perks:Health InsuranceDentalVisionRetirement Benefits

Key Requirements

  • •Series 7, 63, 65 (or 66) active and valid.
  • •Valid, active Insurance Life/Health/Variable licenses, or ability to obtain within 60 days of starting.
  • •Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
  • •Demonstrated track record in new business development and client book management.
  • •Proven experience in a team-oriented consumer bank setting and comfort operating in a dynamic environment.
Experience:2+ yearsFinancial services
Education:High School
Skills:Relationship buildingClient outreachClient book managementCollaborationCommunication
Licenses:Series 7Series 63Series 65Series 66Insurance Life/Health/Variable
Languages:English

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website