About this role
Wealth Advisor -Bethesda, MD at Citizens Financial Group, Inc.. Location: Bethesda, Maryland, United States. Role: developing practice, prospecting clients, tailoring plans Requirements: Active Series 7, 63, 65 (or 66) and life/health/variable insurance license (or obtain within 60 days); minimum 2 years financial advisor experience; new business development and client management experience; bachelor’s degree preferred. Category: Finance Seniority: Entry Level Certifications: series 7, series 63, series 65 or 66, insurance life/health/variable Commitment: Full Time Workplace: Onsite Languages: English