Wealth Advisor - Shelby Township, MI

Citizens Wealth Advisor - Shelby Township, MI Reposted 3 Hours AgoSaved In-Office or Remote 2 Locations 105K-250K Annually Junior 105K-250K Annually JuniorDigital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • AutomationDevelop and grow a branch-based wealth management practice by assessing client goals, creating personalized financial plans, managing client relationships, generating referrals, and promoting investment, insurance, estate planning, and financial planning services. The role requires active securities and insurance licenses, financial advisor experience, business development success, and familiarity with high-net-worth clients.