Unknown Company

Senior Wealth Advisor for High-Net-Worth Clients

san francisco, ca • Posted 2 weeks ago
Onsite Full Time Finance

Citi is seeking a Senior Wealth Advisor in San Francisco to deliver comprehensive financial advice to Citigold and Citigold Private Client segments. You will collaborate with a Wealth team to meet the financial needs of affluent clients, leveraging broad investment solutions and research to tailor guidance.

The role requires strong sales, advisory experience, and active licenses; you will work closely with a Wealth Relationship Manager and specialized professionals to ensure compliant,

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Senior Wealth Advisor for High-Net-Worth Clients in san francisco at Unknown Company

This position is listed as full time and onsite.

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