Citi in Brooklyn, NY is seeking a Wealth Relationship Advisor to build and deepen client relationships, promote investment solutions, and drive new asset growth within Private Client Coverage. The role emphasizes financial planning, discovery, and compliant advisory processes.
A strong sales/service background and Series 7/66 (or 63/65) licenses are required, with mortgage origination registration. Full-time opportunity with competitive benefits and a $70,000 salary range, reflecting the SAFE
#J-18808-LjbffrSenior Wealth Advisor & Financial Planning Specialist in new york at Unknown Company
This position is listed as full time and onsite.