Senior Wealth Advisor: HNW Investment & Planning
Listed on 2026-11-05
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Citi Global Wealth seeks a Senior Wealth Advisor in Greenwich, CT, serving Citi Private Bank and Citigold segments. You will deliver financial planning, investment advice, and comprehensive wealth management solutions, partnering with Wealth Relationship Managers and specialists.
The role emphasizes rigorous client profiling, regulatory compliance, and sales-driven growth across bank and brokerage assets, with a path toward leadership within Private Client Coverage.
Our group is growing, and we are hiring a Senior Wealth Advisor: HNW Investment & Planning in Greenwich, CT, United States.
Join Citi and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Wealth Advisor: HNW Investment & Planning role at Citi, based in Greenwich, CT, United States.
We are looking to fill the Senior Wealth Advisor: HNW Investment & Planning position at Citi in Greenwich, CT, United States.
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