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Wealth Management Relationship Advisor - Bowie

Location : Bowie, MD
Job Type : Direct
Hours : Full Time
Required Years of Experience : 8+
Required Education : Bachelor's Degree Required
Travel : No
Relocation : No

Job Description :


Our client is a well-established and growing financial services firm with a national reach. They are currently seeking a Wealth Management Relationship Advisor to join their team in Bowie, MD.

 

Candidates must have a minimum of 8+ years' experience in a private wealth management capacity focused on relationship management. Experience working with clientele with investable assets north of $1MM is required. Candidates must have trusts & estates or fiduciary experience. Bachelor's degree required. CFP, CFA or CTFA required

 

 

Required Qualifications :
 
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