Wealth Advisor: Craft Tailored Plans ‑Net‑Worth Clients
Job in
Royal Oak, Oakland County, Michigan, 48073, USA
Listed on 2026-07-25
Listing for:
Citizens Bank
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Citizens Bank is seeking a Wealth Advisor to build a personalized wealth management practice and coordinate tailored financial plans for clients. The role emphasizes proactive outreach, partner collaboration, and expanding client relationships through referrals.
The advisor will deliver services across financial planning, investment management, insurance, and estate planning, leveraging internal experts to meet client goals in a fast-paced banking environment.
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