Citi in Miami is seeking a Senior Wealth Advisor to lead client relationships and drive new bank and brokerage assets within Private Client Coverage. You will deepen existing relationships using thorough discovery and profiling, and tailor securities recommendations to client needs.
Qualified candidates have 5–8 years in financial services, SIE, and Series 7/66 (or 63/65), plus mortgage origination registration. The role offers full-time hours and a competitive benefits package.
#J-18808-LjbffrSenior Private Wealth Advisor — Lead Client Growth in miami at Unknown Company
This position is listed as full time and onsite.