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 kaamvaam.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)
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Citizens

Financial Advisor Ann Arbor
Skills & Focus: Wealth Management, Private Banking, Portfolio Management, Client Management, Investment Strategies, Financial Planning, Risk Assessment, Market Research, Regulatory Compliance, Relationship Building
About the Company: Citizens is a financial institution committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Experience: Professional
Type: Full-time
Wealth and Asset Management Ann Arbor
Skills & Focus: Wealth Management, Asset Management, Financial Advisor, Investment Assistant, Portfolio Management, Client Relationships, Financial Planning, Risk Management, Regulatory Compliance, Performance Analysis
About the Company: Citizens is a leading financial institution committed to building a diverse, equitable, and inclusive world.
Type: Full Time
Financial Advisor Ann Arbor
Skills & Focus: Financial Advisor, Wealth Management, Asset Management, Client Relationships, Investment Strategies, Financial Planning, Portfolio Management, Risk Assessment, Customer Service, Financial Analysis
About the Company: Citizens is a leading financial institution that focuses on community support, innovation in banking solutions, and a commitment to diversity and inclusion.
Experience: Professional Level
Type: Full-time
Benefits: Citizens offers a variety of benefits including wellness programs, professional growth opportunities, and community sup…

Gamma Phi Beta

Financial Advisor - Beta Ann Arbor
Skills & Focus: financial wellness, budget, financial management, leadership, mentorship, communication, training, advisory board, chapter operations, conflict resolution
About the Company: Gamma Phi Beta is a sorority that focuses on promoting the financial wellness and leadership development of its members.

Citizens Securities, Inc.

CSI Investment Assistant II Clinton Township
Skills & Focus: Wealth Management, Investment Assistant, client service requests, new client onboarding, CRM management, Series 7, Series 66, FINRA regulations, client liaison, Salesforce
About the Company: Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals.
Experience: 3 or more years industry experience
Salary: $26.44 - $31.25 per hour
Type: Full Time
Benefits: Comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrang…

Edelman Financial Engines

Client Service Associate Detroit
Skills & Focus: Client Service, Financial Planning, Investment Advisory, Customer Support, Administrative Functions, Account Management, Risk Management, Compliance, Communication Skills, Critical Thinking
About the Company: 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…
Experience: Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred.
Salary: $50,000 - $65,000
Type: Full-time
Benefits: may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other w…

Syngenta

Independent Seed Advisor Saint Clair Shores
Skills & Focus: Independent Seed Advisor, sales, distribution, service, seed products, growers, network, agri-business, support, high-yielding
About the Company: Syngenta is a leading agricultural company focused on promoting the sales of seed products.

Better

Mortgage Loan Originator Troy
Skills & Focus: mortgage loan originators, customer service, home finance, technology company, financial decisions, customer insights, innovation, superior service, mortgage experience, financial asset class
About the Company: Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner. We leverage creative technology and innovation…
Type: Full-time

Bank Of America

Financial Solutions Advisor Trainee - Advisor Development Program Warren
Skills & Focus: advisor training, securities licenses, financial solutions, client relationships, financial planning, investment products, compliance standards, client needs assessment, sales environment, career development
About the Company: A multinational banking and financial services corporation providing a wide range of financial products and services.
Experience: 1-2 years in financial services or sales environment preferred
Salary: $28.80 - $32.00 per hour
Type: Full-time
Benefits: Industry-leading benefits, paid time off, training programs, career growth opportunities