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Senior Wealth & Financial Planning Advisor

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Citi
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 73000 - 109000 USD Yearly USD 73000.00 109000.00 YEAR
Job Description & How to Apply Below

Citi in Miami, FL is hiring a Sr. Analyst for Wealth Relationship Management. The role focuses on deepening relationships with affluent and high-net-worth clients, delivering holistic financial solutions, and driving client engagement through regular high-touch interactions.

The candidate should bring 5–8 years of experience, strong analytical and communication skills, and familiarity with financial planning tools. FINRA registration and mortgage licensing requirements apply.

This role, Senior Wealth & Financial Planning Advisor at Citi, could be your next move.

Full responsibilities and requirements are described in the listing above.

Learn more about the Senior Wealth & Financial Planning Advisor role in the description above.

We appreciate your interest in this position.

Join Citi and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

Position Requirements
10+ Years work experience
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