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Citi

Senior Wealth Advisor for High-Net-Worth Clients

san francisco, CA

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About this opportunity

Citi lists this Senior Wealth Advisor for High-Net-Worth Clients opportunity in san francisco, California. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Citi is seeking a Senior Wealth Advisor in San Francisco to deliver comprehensive financial advice to Citigold and Citigold Private Client segments. You will collaborate with a Wealth team to meet the financial needs of affluent clients, leveraging broad investment solutions and research to tailor guidance.

The role requires strong sales, advisory experience, and active licenses; you will work closely with a Wealth Relationship Manager and specialized professionals to ensure compliant,

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Worksite address

san francisco, CA, 94199, US

Who can apply

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