Senior Wealth Relationship Strategist
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services
Citi is seeking a Sr. Analyst in Wealth Relationship Management (Branch) at the Cerritos, CA location. This seasoned professional role requires strong analytical and communication skills, FINRA registrations, and the ability to provide holistic financial planning using Money Guide Pro or Navi Plan Select.
Emphasis on compliance, risk assessment, and client-focused service. Responsibilities include expanding client relationships, coordinating with product specialists, organizing client events, and
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