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Senior Wealth Advisor - Private Client Growth in CT
Job in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listed on 2026-08-17
Listing for:
Citi
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Citi in Greenwich, CT seeks a Wealth Relationship Advisor to build and deepen client relationships, provide investment guidance, and manage referrals. The role emphasizes discovery, profiling, and compliant advisory activities within Private Client Coverage.
The successful candidate will have 5–8 years in financial services, strong analytical abilities, and proficiency with Microsoft Office. A Bachelor’s degree is required, with Series licenses noted in qualifications.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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