More jobs:
Senior Wealth Advisor: Client Growth & Planning
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-08-20
Listing for:
Citi
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Citi is seeking a Senior Wealth Advisor to build and deepen client relationships, recommend securities, and manage risk within regulatory guidelines. The role requires in-depth knowledge of wealth management and the ability to coordinate with branch teams to deliver a seamless client experience.
Responsibilities include originating new assets, applying financial planning expertise, and ensuring KYC/AML compliance across client interactions.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×