Senior Wealth Relationship & Financial Planning Advisor
Job in
New Canaan, Connecticut, 06840, USA
Listed on 2026-06-12
Listing for:
Citi
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
A leading financial institution is seeking a Wealth Relationship Mgmt. Sr. Analyst to develop and manage relationships with affluent clientele in New Canaan, Connecticut. The ideal candidate will possess strong analytical and communication skills, ensuring compliance while providing holistic financial solutions. Key responsibilities include identifying financial needs, engaging with clients, and collaborating with branch teams to enhance client experience.
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Position Requirements
10+ Years
work experience
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