Senior Wealth Advisor Guidance
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Regulatory Compliance Specialist
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.
We have an opening for a Senior Wealth Advisor:
Growth & Trusted Guidance in Bethesda, MD, United States within Finance, Sales.
This role, Senior Wealth Advisor:
Growth & Trusted Guidance at Citi, could be your next career step.
Are you ready to take on the Senior Wealth Advisor:
Growth & Trusted Guidance role at Citi?
We would love to welcome a new Senior Wealth Advisor:
Growth & Trusted Guidance to our group in Bethesda, MD, United States.
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