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 :
