Unknown Company

Senior Wealth Advisor, Private Client Growth

paramus, nj • Posted 2 weeks ago
Onsite Full Time Finance

Citi Global Wealth in Paramus, New Jersey, is seeking a Senior Wealth Advisor to provide comprehensive financial and investment guidance to CitiGold and Citi Private Client clients. You will collaborate with a Wealth team to deliver traditional and alternative investments, research, and advisory solutions for affluent clients.

The role emphasizes building strong client relationships, rigorous financial planning, and adherence to regulatory standards, with a focus on leadership and coaching

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Senior Wealth Advisor, Private Client Growth in paramus at Unknown Company

This position is listed as full time and onsite.

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