Senior Wealth Advisor Guidance
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-08-27
Listing for:
Citi
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Wealth Management, Regulatory Compliance Specialist, Financial Advisor / Consultant
Job Description & How to Apply Below
Citi in Bethesda, MD is seeking a Wealth Relationship Advisor SAFE Act, a senior role responsible for building and deepening client relationships to grow bank and brokerage assets. You will apply financial planning skills and strong discovery to tailor recommendations.
You will coordinate with branch teams, ensure KYC/AML compliance, and maintain regulatory standards while delivering excellent in-branch client experiences. A bachelor's degree and relevant licenses are required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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