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Senior Wealth Advisor - Private Banking & Financial Planning
Job in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listed on 2026-08-17
Listing for:
Citigroup Inc.
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Citigroup Inc. in Greenwich, CT seeks a Wealth Relationship Advisor under the SAFE Act to build and deepen client relationships, drive asset growth, and provide investment guidance. You will coordinate with branch partners, ensuring KYC/AML compliance and adherence to Citi policies.
The role requires strong analytical and communication skills, a proactive sales mindset, and licensure (SIE, Series 7/66 or 63/65). Bachelor’s degree and mortgage origination registration are required.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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