Senior Wealth Advisor - Private Client & Strategy
Listed on 2026-10-12
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Citi Private Bank is seeking a Senior Wealth Advisor to deliver comprehensive financial and investment guidance to Citigold and Citigold Private Client clients in the Chino Hills area. You will collaborate with a Wealth team to meet the needs of affluent and high-net-worth clients through a broad range of investment solutions and planning tools.
You will build and deepen client relationships, manage referrals, and ensure compliance with KYC/AML and regulatory standards while coordinating with
Join us at Citi as our next Senior Wealth Advisor
- Private Client Growth & Strategy in Chino Hills, CA, United States.
As a Senior Wealth Advisor
- Private Client Growth & Strategy, you will play an important part at Citi in Chino Hills, CA, United States.
We invite applications for the Senior Wealth Advisor
- Private Client Growth & Strategy position located in Chino Hills, CA, United States.
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