Citi is seeking a Wealth Relationship Advisor in New York to cultivate new and existing client relationships, providing financial planning and investment guidance. The role focuses on growing assets while ensuring regulatory and firm compliance in a fast-paced branch environment.
Applicants should have 5–8 years in financial services, strong communication skills, and relevant licenses; a Bachelor’s degree is required, with a mortgage origination registry obligation for SAFE Act compliance.
#J-18808-LjbffrSenior Wealth Advisor — Grow High-Impact Portfolios in new york at Unknown Company
This position is listed as full time and onsite.