Senior Wealth Advisor — High‑Net‑Worth Clients
Citizens Bank
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-Ljbffr Citizens Bank
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- ...a group of experienced advisors that help individuals and... ...financial goals. Our Wealth Advisors conduct thorough... ...to understand a client’s short‑and long‑term goals... ...responsibilities Develop a high-quality wealth... ...Familiarity with servicing high‑net‑worth individuals....High net worthTemporary workLocal area
- ...firm in Sterling Heights seeks a Tax Manager for Estate, Gift, and Trust. The role involves overseeing tax compliance for high-net-worth clients, mentoring staff, and developing tax strategies. Candidates should have a Bachelor's degree in accounting, relevant experience...High net worth
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- ...Summary The Estate, Gift, and Trust Senior Professional plays a pivotal role... ...and planning services to high-net-worth clients, families, and their advisors. You will oversee complex tax engagements... ...tax liabilities and maximize wealth preservation Collaborate with clients...SeniorHigh net worthWork at officeLocal area
- ...TwinThread seeks a Private Client Advisor in Bloomfield Hills, Michigan, offering financial planning and personalized investment solutions. Ideal candidates have at least 2 years in financial advising with strong relationship management skills. You will build and maintain...
- Citizens in Sterling Heights, Michigan, is looking for a Wealth Advisor to develop tailored financial plans and enhance client relationships. You will thrive in a collaborative environment, focusing on client interests, while also having access to valuable resources and...Full timeMonday to Friday
- ...leading financial services organization is seeking a Sales Executive - Personal Lines / High Net Worth in Rochester, MI. The role involves cultivating relationships with affluent clients, providing tailored insurance solutions, and leveraging a comprehensive risk-...High net worth
- A leading financial institution in Michigan is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The successful candidate will excel in client acquisition and relationship management while demonstrating knowledge of...
- Rockefeller Capital Management's Private Advisor team within the Rockefeller Global Family Office seeks a Client Associate to work with advisors and directly serve high-net-worth clients. The ideal candidate is thorough, detail-oriented, with strong communication, organization...High net worthWork at office
- ...Senior Tax Manager Fenner Melstrom and Dooling, PLC (FMD) is seeking a highly technical Senior Tax Manager who is ready... ...work, high-level client relationships, mentoring... ...clients, and high-net-worth individuals. This person... ...proactive business advisor, this individual...SeniorHigh net worthWork at officeImmediate startFlexible hours
- Fratarcangeli Wealth Management is seeking an Associate Relationship Manager to support Relationship Managers and Senior Advisors in managing high-net-worth client relationships, executing financial plans, and delivering superior client service. The ARM will handle day-...High net worth
- ...Citizens Private Client Relationship Manager (PCRM) At Citizens, our mission... ...engage directly with our affluent and high-net-worth clients to exceed their expectations... ...other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners® (CFPs...High net worthLocal area
- Fratarcangeli Wealth Management is seeking a detail-oriented Support Analyst to assist Relationship Managers and Senior Advisors in managing high-net-worth client relationships, executing financial strategies, and delivering exceptional service. You will prepare client...High net worth
- ...area. We are known for trusted client relationships, technical excellence... .... Position Summary The Senior Accountant will play a key role in delivering high-quality tax compliance and planning... ...services for business owners and high-net-worth individuals Research complex...SeniorHigh net worthFull timeLocal areaFlexible hours
- ...most important people decisions. We help clients build better workplaces, where people feel... ...informed decisions? Join Gallagher as a Senior Client Financial Analyst, where you’ll collaborate... ...represents the anticipated low end and high end of the range for this position. The...SeniorFull timeLive outWork at officeLocal areaFlexible hours
- ...relationships with bank customers, securing retail investment and insurance business, and advising clients on financial strategies. The successful candidate will need a High School diploma and at least 2 years of retail sales experience. Preferred qualifications include...
$105k - $250k
Citizens Bank is seeking a Wealth Advisor in Royal Oak, Michigan, to help clients attain their financial goals through personalized wealth management strategies. This branch-based position requires a minimum of 2 years of experience, relevant financial licenses, and strong...Flexible hours- ...your skills, achieve work-life balance, and grow your future. Client Relationship Manager Exempt – Grade Level 7 Equal Employment Opportunity... ...performance goals. Partner with Private Banking to deepen high-net-worth client relationships. Collaborate with Treasury Management to...High net worthWork at office
- Registered Client Service Associate The Securities Senior Sales Assistant (SSA) role is a position providing operational and sales support to multiple... ...one or more Financial Consultants (FC) in a Retail, High Net Worth, or Institutional capacity. Position Competencies Successful...High net worthWork at officeRemote workMonday to Friday
- ...evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations... ...in London. The Firm oversees $221 billion in client assets as of May 31, 2026. Position A Private Advisor teamwithin our Rockefeller Global Family Office...High net worthWork at officeLocal area
- ...role, youll manage a portfolio of accounts, ensuring clients receive exceptional service and solutions that meet their... ..., working closely with clients to deliver timely, high-quality outcomes. By bui Manager, Senior, Client Service, Benefits, Client Relations, Technology...Senior
- ...Growth and delivering for our clients, teammates, communities, and... ...As a Financial Solutions Advisor Stage I (FSA I), your journey... ...small business owners and higher net worth clients alike. You'll be able... ...Minimum Education Requirement: High School Diploma / GED /...High net worthWork at officeImmediate startMonday to FridayShift workDay shift
- ...A leading Michigan-based accounting firm is seeking a Senior Accountant to manage client assignments and coach team members. The role requires a Bachelor's or Master's degree in Accounting, along with an active CPA accreditation. Candidates should be proficient in audit...SeniorRemote workFlexible hours
- ...Description JOB PURPOSE Responsible to provide external support to clients for an assigned book of business, giving internal direction to... ...Relationship builder - build relationships with clients, carriers, and internal partners #J-18808-Ljbffr Unison Risk AdvisorsSeniorContract work
- Oswald Companies in Bloomfield Hills, Michigan, seeks a professional to provide external client support for a Property & Casualty business book. You will serve as the key service contact, collaborating with sales and internal teams while ensuring timely service delivery...Senior
- ...book of business and strong background in estate planning, tax, probate, and trust law are expected. The role emphasizes developing client relationships, advising on tax strategies, and leading sophisticated trust and probate matters within a collaborative firm culture....High net worth
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