Wealth Advisor: Grow High-Net-Worth Portfolios

Citizens; Owosso (MI); On-site; USD 105,000 - 250,000; Full time

Benefits offered by this job

comprehensive medical

dental and vision coverage

retirement benefits

maternity/paternity leave

flexible work arrangements

education reimbursement

wellness programs

and more

Job summary

Citizens Wealth Advisor role located in a branch setting focuses on conducting thorough client discoveries, developing personalized wealth plans, and working with partners to drive client engagement. The position emphasizes client-first service and collaboration across specialists to deliver financial planning, investment management, insurance, and estate planning.

Candidates should have relevant licenses, 2+ years of advisor experience, and a proven track record in new business development

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience in financial services.
• Proven track record in new business development and client book management.
• Experience in a team-oriented consumer bank setting.
• Familiarity with servicing high-net-worth individuals.

Responsibilities

• Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
• Enhance and preserve relationships with key partners to boost client introductions and engagement.
• Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
• Grow existing relationships through partnership referrals.
• Tailor wealth management planning to meet client needs.
• Utilize knowledge of internal stakeholders and specialists in delivering financial planning, investment management, insurance, and estate planning.

Education

Series 7, 63, 65 (or 66) active and valid

Life/Health/Variable insurance license (required or within 60 days)

Bachelor’s degree preferred

Job description

Citizens Wealth Advisor role located in a branch setting focuses on conducting thorough client discoveries, developing personalized wealth plans, and working with partners to drive client engagement. The position emphasizes client-first service and collaboration across specialists to deliver financial planning, investment management, insurance, and estate planning.

Candidates should have relevant licenses, 2+ years of advisor experience, and a proven track record in new business development