Citigroup Inc. in Pasadena, CA seeks a Senior Wealth Advisor to deliver a full spectrum of financial services to ultra high net worth clients, developing strategies with Private Bankers and conducting advanced market analyses.
You will manage client portfolios, assess risk, and recommend holdings while ensuring compliance and strong client relations. A US FINRA Series 7 license, Series 66/63/65 as applicable, and a solid financial background are required.
#J-18808-LjbffrUHNW Wealth Advisor: Strategy & Portfolio Leadership in pasadena at Unknown Company
This position is listed as full time and onsite.