Senior Wealth Advisor in Miami, FL, Citi is a senior professional role that builds relationships with new clients to grow bank and brokerage assets through financial planning and discovery. The position requires licensing and regulatory compliance as part of ongoing client service.
The role deepens existing relationships in PWM and Retail banking, delivering investment recommendations and coordinating with partners to ensure a compliant, high-quality client experience.
#J-18808-LjbffrSenior Wealth Advisor | Grow Client Portfolios in miami at Unknown Company
This position is listed as full time and onsite.