Citi is seeking a Senior Wealth Relationship Advisor in New York to deepen relationships with existing clients, manage client follow-ups, and ensure compliance with regulations. Responsibilities include building client relationships, responding to referrals, and making investment recommendations.
The ideal candidate will have 5–8 years of experience in financial services, hold necessary FINRA registrations, and possess strong analytical and communication skills. Competitive benefits and salary of $70,000 are offered, making this an attractive opportunity for driven professionals.
#J-18808-LjbffrSenior Wealth Advisor: SAFE Act & Client Growth in town of florida at Unknown Company
This position is listed as full time and onsite.