Senior Wealth Advisor - Holistic Planning & Client Growth
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-08-05
Listing for:
Baldwin Group Colleague, Inc.
Full Time
position Listed on 2026-08-05
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
The Baldwin Group Colleague, Inc. is seeking a Senior Wealth Advisor to manage and diversify client relationships, deliver comprehensive financial planning, and enhance asset protection strategies. You will leverage a strong book of business and industry expertise in a fast-paced environment.
Candidates should possess a Bachelor's degree in Finance or a related field and have a minimum of 5 years' experience as a Financial Advisor. Competitive compensation starts at $100,000 annually, negotiable based on experience.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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