About this opportunity
Citi lists this Senior Wealth Advisor & Financial Planning Specialist opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Citi in Brooklyn, NY is seeking a Wealth Relationship Advisor to build and deepen client relationships, promote investment solutions, and drive new asset growth within Private Client Coverage. The role emphasizes financial planning, discovery, and compliant advisory processes.
A strong sales/service background and Series 7/66 (or 63/65) licenses are required, with mortgage origination registration. Full-time opportunity with competitive benefits and a $70,000 salary range, reflecting the SAFE
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.