About this opportunity
Citi lists this Senior Wealth Advisor — Grow High-Impact Portfolios opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Citi is seeking a Wealth Relationship Advisor in New York to cultivate new and existing client relationships, providing financial planning and investment guidance. The role focuses on growing assets while ensuring regulatory and firm compliance in a fast-paced branch environment.
Applicants should have 5–8 years in financial services, strong communication skills, and relevant licenses; a Bachelor’s degree is required, with a mortgage origination registry obligation for SAFE Act compliance.
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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.