Citi Global Wealth in East Meadow, NY seeks a Senior Wealth Advisor to provide comprehensive financial and investment guidance to Citigold and Citigold Private Client clients. Work closely with a Wealth team to meet needs, including planners, insurance specialists, and lending experts.
The role emphasizes client relationship growth, regulatory adherence, and leadership within teams, with a strong emphasis on KYC/AML compliance and ethical standards.
#J-18808-LjbffrSenior Wealth Advisor – Private Client Growth in east meadow at Unknown Company
This position is listed as full time and onsite.