Last updated: 2025-05-14
10 Wealth Management jobs in Detroit.
Hiring now: Financial Advisor @ Citizens, Financial Advisor Beta @ Gamma Phi , Csi Investment Asst Ii @ Citizens S, Client Service Associate @ Edelman Fi, Independent Seed Advisor @ Syngenta, Mortgage Loan Originator @ Better, Financial Solutions Advis @ Bank Of Am.Explore more at jobswithgpt.com. at jobswithgpt.com
🔥 Skills
Wealth Management (5)
Financial Planning (4)
Portfolio Management (3)
Financial Advisor (3)
Investment Assistant (3)
Investment Strategies (2)
Risk Assessment (2)
Regulatory Compliance (2)
Asset Management (2)
Client Relationships (2)
📍 Locations
Ann Arbor (5)
Clinton Township (1)
Detroit (1)
Saint Clair Shores (1)
Troy (1)
Warren (1)
Citizens
Citizens is a financial institution committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Financial Advisor
Ann Arbor
- Skills: Wealth Management, Private Banking, Portfolio Management, Client Management, Investment Strategies, Financial Planning, Risk Assessment, Market Research, Regulatory Compliance, Relationship Building
- Experience: Professional
- Type: Full-time
Gamma Phi Beta
Gamma Phi Beta is a sorority that focuses on promoting the financial wellness and leadership development of its members.
Financial Advisor - Beta
Ann Arbor
- Skills: financial wellness, budget, financial management, leadership, mentorship, communication, training, advisory board, chapter operations, conflict resolution
Citizens Securities, Inc.
Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals.
CSI Investment Assistant II
Clinton Township
- Skills: Wealth Management, Investment Assistant, client service requests, new client onboarding, CRM management, Series 7, Series 66, FINRA regulations, client liaison, Salesforce
- Experience: 3 or more years industry experience
- Type: Full Time
- Salary: $26.44 - $31.25 per hour
Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investor…
Client Service Associate
Detroit
- Skills: Client Service, Financial Planning, Investment Advisory, Customer Support, Administrative Functions, Account Management, Risk Management, Compliance, Communication Skills, Critical Thinking
- Experience: Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred.
- Type: Full-time
- Salary: $50,000 - $65,000
Syngenta
Syngenta is a leading agricultural company focused on promoting the sales of seed products.
Independent Seed Advisor
Saint Clair Shores
- Skills: Independent Seed Advisor, sales, distribution, service, seed products, growers, network, agri-business, support, high-yielding
Better
Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner. We leverage creative technology and innovation…
Mortgage Loan Originator
Troy
- Skills: mortgage loan originators, customer service, home finance, technology company, financial decisions, customer insights, innovation, superior service, mortgage experience, financial asset class
- Type: Full-time
Bank of America
A multinational banking and financial services corporation providing a wide range of financial products and services.
Financial Solutions Advisor Trainee - Advisor Development Program
Warren
- Skills: advisor training, securities licenses, financial solutions, client relationships, financial planning, investment products, compliance standards, client needs assessment, sales environment, career development
- Experience: 1-2 years in financial services or sales environment preferred
- Type: Full-time
- Salary: $28.80 - $32.00 per hour