Senior Wealth Advisor — ‑Net‑Worth Clients
Job in
Sterling Heights, Macomb County, Michigan, 48310, USA
Listed on 2026-07-04
Listing for:
Citizens Bank
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Citizens Bank is looking for a Wealth Advisor based in Sterling Heights, Michigan. The Wealth Advisor will work in a branch environment, focusing on client interests while developing personal and professional growth. Responsibilities include creating tailored wealth management plans, enhancing client relationships, and collaborating with various business partners.
Applicants should possess an active Series 7, 63, and 65 (or 66) licenses and have at least 2 years of experience in financial advisory roles. A Bachelor’s degree is preferred. Join Citizens Bank and contribute to a culture of respect and professionalism.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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