Citi Global Wealth in New York seeks a Senior Wealth Advisor to deliver comprehensive financial planning and investment guidance to CitiGold and CitiGold Private Client clients. You will partner with a Wealth team to meet objectives for affluent clients and manage relationships in a collaborative environment.
Ideal candidates have 5–8 years in financial advisory, strong communication skills, and the required securities licenses.
#J-18808-LjbffrSenior Wealth Advisor: NYC Private Client in northern at Unknown Company
This position is listed as full time and onsite.