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Job description
Citi is seeking a Senior Wealth Advisor to deliver comprehensive financial guidance to Citigold and Citigold Private Client clients in the East Meadow, NY area. You will collaborate with Wealth team members to meet the financial needs of affluent clients and coordinate with specialists (financial planners, insurance, portfolio consultants, and home lending officers).
Responsibilities include building new client relationships, expanding assets, and ensuring KYC/AML compliance while maintaining a
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Worksite address
east meadow, NY, 11554, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.