Citi is seeking a Senior Wealth Advisor in Paramus, NJ to serve Citigold and Citigold Private Client clients. You will deliver comprehensive financial and investment guidance, leveraging Citi’s Wealth platform and research to tailor solutions for affluent clients.
You will collaborate with a Wealth team, including planners and lending specialists, to meet client goals. Primary responsibility is building new assets, deepening relationships, and ensuring compliance and regulatory standards while
#J-18808-LjbffrSenior Wealth Advisor, Private Client Excellence in paramus at Unknown Company
This position is listed as full time and onsite.