About this opportunity
Citi lists this Senior Wealth Advisor, Private Client opportunity in town of greenburgh, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Citi is seeking a Senior Wealth Advisor in Greenburgh, NY, to serve Citi Private Bank and Citigold segments. You will deliver comprehensive financial guidance, build new client relationships, and deepen existing ones with robust investment solutions and planning tools.
The role requires licensure, strong communication, and disciplined regulatory adherence. The position emphasizes coaching, collaboration with a Wealth team, and a proactive approach to growing client assets while maintaining
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.