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Senior Wealth Relationship Advisor
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2026-06-02
Listing for:
Citigroup Inc.
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Citigroup Inc. is looking for a Wealth Relationship Manager SAFE Act in Irvine, California. This role requires seasoned professionals who can integrate industry expertise to meet clients' financial needs through personalized solutions. Responsibilities include building relationships with affluent clients, offering tailored financial planning, and ensuring compliance with regulatory frameworks.
The ideal candidate will have strong analytical skills, excellent communication abilities, and at least 5-8 years of relevant experience. Competitive benefits are provided, including health coverage and retirement plans.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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