Senior Wealth Advisor: Client Growth & Planning

The Baldwin Group

  • Bethesda, MD
  • 5 days ago
  • $100,000 Per Year
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Skills

  • Customer Experienceunmatched
  • Customer Relationsunmatched
  • Financial Planningunmatched
  • Salesunmatched

Description

The Baldwin Group is seeking a Senior Wealth Advisor in Bethesda, Maryland. In this role, you will build and deepen client relationships while delivering comprehensive financial planning and managing portfolios.Ideal candidates will have at least 5 years of experience, strong sales skills, and hold relevant certifications. Competitive compensation starting at $100,000 annually is offered, with a focus on a high-touch client experience.#J-18808-Ljbffr

Numbers & Facts

LocationBethesda, MD

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