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Senior Wealth Advisor – DMV Market
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-06-04
Listing for:
Citibank (Switzerland) AG
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
A leading financial institution seeks a Wealth Relationship Advisor in Bethesda, MD. This full-time role focuses on building and deepening client relationships and providing investment advice. Candidates should have 5-8 years of relevant experience and strong analytical, communication, and financial planning skills. The position requires licensure in the financial services industry and compliance with KYC/AML norms. An attractive benefits package is offered, including medical coverage and paid time off.
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Position Requirements
10+ Years
work experience
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