Citi is seeking a Wealth Relationship Advisor to build new client relationships and expand bank and brokerage assets in New York. You will deepen existing client connections through financial planning, discovery, and profiling, while coordinating with partners to offer suitable investment solutions.
The role requires strong communication skills, analytical ability, and active licenses (SIE, Series 7/66). A Bachelor’s degree and regulatory compliance are essential, with salary in the posted range.
#J-18808-LjbffrSenior Wealth Advisor – Private Client Growth & Planning in new york at Unknown Company
This position is listed as full time and onsite.