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Senior Wealth Advisor Client Strategy

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Citi
Full Time position
Listed on 2026-05-31
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 70000 USD Yearly USD 70000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Advisor — Growth & Client Strategy

Citi is seeking a Senior Wealth Advisor in Boca Raton, Florida to build client relationships and enhance financial services offerings. You will be responsible for providing personalized investment advice while ensuring compliance with regulations.

The ideal candidate has 5-8 years of relevant experience, strong analytical and financial skills, and must hold necessary Securities licenses. This full-time position offers a salary of $70,000 and various employee benefits.

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Position Requirements
10+ Years work experience
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