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Senior Wealth Advisor: Strategic & Planning

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Citigroup Inc.
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 70000 USD Yearly USD 70000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Advisor: Strategic Growth & Planning
A leading financial services company seeks a Senior Wealth Advisor in Boca Raton, Florida. This full-time role involves building new client relationships, providing tailored investment advice, and ensuring compliance with financial regulations. The ideal candidate will have 5-8 years of experience, strong analytical skills, and licenses in securities. The position offers a salary of $70,000, along with competitive benefits including medical coverage and retirement plans.
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Position Requirements
10+ Years work experience
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