Wealth Advisor - Royal Oaks, MI
Citizens Bank
United States
Workplace: OnsiteFull timeUSD 105,000 - 250,000 annuallyFunction: Customer Success & Account ManagementExperience: 2+ yearsEducation: bachelorsSkills: ["Client-focused","Relationship building","Business development","Team-oriented","Entrepreneurial mindset"]Build and grow a branch-based wealth management practice by developing personalized strategies for individuals and families. You’ll deepen relationships with key partners to drive client introductions, conduct proactive outreach to prospects, and expand existing relationships through referrals. Working with internal stakeholders and specialists, you’ll tailor financial plans across financial planning, investment management, insurance, and estate planning while operating in a collaborative, client-first environment.

