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Wealth Management Advisor

2 months ago

Birmingham, Michigan, United States Citizens Financial Group, Inc. Full time

About Citizens Financial Group, Inc.

At Citizens, we prioritize customized guidance, individualized experiences, and forward-thinking strategies, products, and services to assist clients in navigating evolving financial landscapes.

Role Overview

In this position, you will enhance connections with your clients by working closely with them to understand their unique financial needs and objectives.

Key Responsibilities

  • Provide expert financial advice tailored to each client's situation.
  • Develop and maintain strong relationships with clients through regular communication and personalized service.
  • Collaborate with clients to create comprehensive financial plans that align with their goals.
  • Stay informed about market trends and investment opportunities to offer informed recommendations.

Qualifications

  • Proven experience in financial advising or wealth management.
  • Strong interpersonal skills and the ability to build rapport with clients.
  • Knowledge of investment strategies and financial planning principles.

Join us at Citizens, where your expertise will help clients achieve their financial aspirations.