About this opportunity
Citi lists this Senior Wealth Advisor – Private Client Growth & Planning 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 to build new client relationships and expand bank and brokerage assets in New York. You will deepen existing client connections through financial planning, discovery, and profiling, while coordinating with partners to offer suitable investment solutions.
The role requires strong communication skills, analytical ability, and active licenses (SIE, Series 7/66). A Bachelor’s degree and regulatory compliance are essential, with salary in the posted range.
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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.