Citi is seeking a Senior Wealth Advisor in Greenburgh, NY, to serve Citi Private Bank and Citigold segments. You will deliver comprehensive financial guidance, build new client relationships, and deepen existing ones with robust investment solutions and planning tools.
The role requires licensure, strong communication, and disciplined regulatory adherence. The position emphasizes coaching, collaboration with a Wealth team, and a proactive approach to growing client assets while maintaining
#J-18808-LjbffrSenior Wealth Advisor, Private Client in town of greenburgh at Unknown Company
This position is listed as full time and onsite.