Wealth Advisor - Shelby Township, MI

Citizens Bank
United States
Workplace: OnsiteFull timeUSD 105,000 - 250,000 annuallyFunction: Finance & AccountingExperience: 2+ yearsEducation: high_schoolSkills: ["Relationship management","Client-focused","Business development","Teamwork","Adaptability"]

Build and grow a branch-based wealth management practice by developing personalized strategies for clients and strengthening relationships with key partners to drive introductions. Conduct proactive outreach to clients and prospects, tailor financial planning to client needs, and leverage internal specialists to deliver services such as financial planning, investment management, insurance, and estate planning. Operate in a dynamic, entrepreneurial environment while maintaining and growing an advisory book of business.

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Citizens Bank
Citizens Bank
2 days ago

Wealth Advisor - Shelby Township, MI

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Last checked: 4 hours agoStatus: Live

Job Summary

Build and grow a branch-based wealth management practice by developing personalized strategies for clients and strengthening relationships with key partners to drive introductions. Conduct proactive outreach to clients and prospects, tailor financial planning to client needs, and leverage internal specialists to deliver services such as financial planning, investment management, insurance, and estate planning. Operate in a dynamic, entrepreneurial environment while maintaining and growing an advisory book of business.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Develop a high-quality wealth management practice with a personalized wealth management strategy.
  • •Enhance and preserve relationships with key partners to increase client introductions and engagement.
  • •Proactively outreach to clients and prospects to promote wealth management capabilities.
  • •Grow existing relationships through partnership referrals.
  • •Tailor wealth management planning to client needs using internal stakeholders and specialists across services including financial planning, investment management, insurance, and estate planning.

Pay and Benefits

Salary: USD 105,000 - 250,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsParental LeaveLearning BudgetWellness StipendPaid Leave

Key Requirements

  • •Hold active and valid Series 7, 63, 65 (or 66).
  • •Maintain valid active Insurance Life/Health/Variable licenses or 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 familiarity servicing high-net-worth individuals.
Experience:2+ yearsFinancial servicesWealth management
Education:High School
Skills:Relationship managementClient-focusedBusiness developmentTeamworkAdaptability
Licenses:Insurance LifeInsurance HealthVariable licenses
Certifications:Series 7Series 63Series 65Series 66

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