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-LjbffrSenior Wealth Advisor: Growth & Trusted Guidance in bethesda at Unknown Company
This position is listed as full time and onsite.