Citi is seeking a Senior Wealth Advisor to build and deepen client relationships while adhering to compliance procedures. This role requires strong analytical skills and relevant licenses such as Series 7 and 66. The successful candidate will engage with clients to provide investment advice and manage their portfolios.
Applicants should have 5–8 years of experience in financial services and a Bachelor's degree. Benefits include medical, dental, and wellness programs, along with a competitive salary.
#J-18808-LjbffrSenior Wealth Advisor—Grow Portfolios & Lead Relationships in new york at Unknown Company
This position is listed as full time and onsite.