Senior Wealth Advisor Safe Act - Dmv Market

Citi Handlowy

Bethesda, MD, US
Base: $70,000.00; bonus/equity: discretionary + fo...
Not specified (considering the nature of the role, it may involve in-person client interactions).
5-8 years financial services experience
Active series 7 and 66 licenses
Client relationship building skills
Citi Handlowy is seeking a Senior Wealth Advisor for the DMV market, a role that requires extensive experience in financial services and a strong focus on client relationship management. The ideal candidate will possess a mix of analytical skills, sales acumen, and relevant financial licenses to develop and deepen client relationships while adhering to compliance regulations

Job Summary

  • The role involves building relationships with new clients to bring in bank and brokerage assets while deepening ties with existing clients through financial planning.
  • Candidates must master referral opportunities, manage client follow-ups, and ensure strict adherence to all regulatory and compliance operating procedures.
  • The position offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Match Score: 85

Citi Handlowy is seeking a Senior Wealth Advisor for the DMV market, a role that requires extensive experience in financial services and a strong focus on client relationship management. The ideal candidate will possess a mix of analytical skills, sales acumen, and relevant financial licenses to develop and deepen client relationships while adhering to compliance regulations.

Salary

Base: $70,000.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability, wellness programs

Skills & Requirements

Must-have

  • 5-8 years financial services experience
  • Active Series 7 and 66 licenses
  • Client relationship building skills
  • Investment advice and securities recommendations
  • KYC/AML compliance adherence

Nice-to-have

  • Self-starter with problem-solving abilities
  • Experience with financial planning software
  • Strong verbal and written communication
  • Goal-oriented team player
  • Knowledge of Microsoft Office suite

Key Requirements

  • Bachelor's degree or equivalent experience
  • Series 7 and 66 (or 63 and 65) licenses
  • Mortgage loan originator registration via NMLS
  • Group 1 insurance certification
  • 5-8 years proactive sales and service experience

Work Rights

Not specified

Tailored Resume

Cover Letter