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Wealth Advisor ‑Net‑Worth Clients

Job in Owosso, Shiawassee County, Michigan, 48867, USA
Listing for: Citizens
Full Time position
Listed on 2026-01-07
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Job Description & How to Apply Below
Position: Wealth Advisor for High‑Net‑Worth Clients
A leading financial services firm is seeking a Private Client Financial Advisor (PCFA) in Owosso, Michigan. The role involves developing personalized wealth management strategies, enhancing key partnerships, and facilitating proactive outreach to clients. Qualified candidates will possess valid financial licenses and have a background in client management within a team-oriented environment. This full-time position offers a dynamic work schedule and a chance to grow in a customer-centric culture that values inclusivity and respect.
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