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Financial Consultant: Inherited Book, Hybrid
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-07-01
Listing for:
AscendHire
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Ascend Hire is looking for a Financial Consultant in Bethesda, MD to manage portfolios for high-net-worth clients. This position offers a competitive salary between $141K and $200K, depending on experience, along with monthly and quarterly bonuses.
With no prospecting required, you'll focus on deepening client relationships while leveraging a comprehensive product suite to provide tailored financial solutions. Join a firm recognized for its integrity and innovation.
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