Strategic Wealth Advisor & Relationship Lead
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-08-27
Listing for:
Citigroup Inc.
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Citigroup Inc. is seeking a Wealth Relationship Advisor in Bethesda to build new client relationships and deepen existing ones through financial planning and profiling.
You’ll coordinate with partners, assess client needs, and provide investment guidance while complying with KYC/AML and SAFE Act requirements. The role requires 5–8 years in financial services, a strong analytical mindset, and active licenses (SIE).
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