Senior Private Wealth Advisor — Lead Client Growth
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-08-03
Listing for:
Citibank (Switzerland) AG
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Citi in Miami is seeking a Senior Wealth Advisor to lead client relationships and drive new bank and brokerage assets within Private Client Coverage. You will deepen existing relationships using thorough discovery and profiling, and tailor securities recommendations to client needs.
Qualified candidates have 5–8 years in financial services, SIE, and Series 7/66 (or 63/65), plus mortgage origination registration. The role offers full-time hours and a competitive benefits package.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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