About this opportunity
Citi lists this Senior Wealth Advisor: Grow Elite Client Portfolios opportunity in northern, Kentucky. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Citi Global Wealth is seeking a Senior Wealth Advisor in Paramus, NJ to deliver comprehensive financial and investment guidance to Citi Private Bank and Citigold clients. You will partner with Wealth team members to meet the needs of affluent and high-net-worth clients, ensuring a positive in-branch experience and rigorous KYC/AML compliance.
The role requires 5–8 years in financial advisory, licenses (SIE, Series 7/66), and strong analytical and communication skills.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.