Wealth Advisor -bethesda, Md

Citizens Financial Group

Bethesda, Md, United States
Base: $105,000 - $250,000; bonus/equity: commissio...
Onsite
Client relationship management
Financial planning
Investment management
Wealth Advisors construct personalized financial plans to help clients achieve their short- and long-term goals

Job Summary

  • Wealth Advisors construct personalized financial plans to help clients achieve their short- and long-term goals.
  • The role emphasizes building strong relationships with key partners and prospects to grow the wealth management practice.
  • Citizens Financial Group offers competitive pay, comprehensive benefits, and a supportive work culture.

Matching Summary

Wealth Advisors construct personalized financial plans to help clients achieve their short- and long-term goals.

Salary

Base: $105,000 - $250,000; Bonus/Equity: Commission-based; Benefits: Comprehensive medical, dental, vision, retirement, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning
  • Investment management
  • Sales and business development
  • Collaborative team environment

Nice-to-have

  • High-net-worth client experience
  • Dynamic entrepreneurial environment
  • Team-oriented consumer bank setting

Key Requirements

  • Series 7, 63, 65 (or 66) active and valid
  • Insurance Life/Health/Variable licenses required or obtainable within 60 days
  • Minimum of 2 years in a Financial Advisor role
  • Demonstrated new business development and client book management experience
  • Proven experience in a team-oriented consumer bank setting

Work Rights

Not specified

Tailored Resume

Cover Letter