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Job description
Citi is seeking a Senior Wealth Advisor to build and deepen client relationships while adhering to compliance procedures. This role requires strong analytical skills and relevant licenses such as Series 7 and 66. The successful candidate will engage with clients to provide investment advice and manage their portfolios.
Applicants should have 5–8 years of experience in financial services and a Bachelor's degree. Benefits include medical, dental, and wellness programs, along with a competitive salary.
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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.