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Senior Private Wealth Advisor Planning

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Citi
Full Time position
Listed on 2026-11-04
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 200000 USD Yearly USD 70000.00 200000.00 YEAR
Job Description & How to Apply Below
Position: Senior Private Wealth Advisor: Growth & Planning

Citi in Miami, FL is seeking a Senior Wealth Advisor to lead client engagement in Private Client Coverage. The role requires delivering investment guidance and maintaining strong client relationships while adhering to regulatory standards. This full-time position offers incentives and a comprehensive benefits package.

You will collaborate with branch teams, manage risk, and ensure KYC/AML compliance as part of day-to-day duties in a dynamic wealth management environment.

The Senior Private Wealth Advisor:
Growth & Planning role at Citi is now open for applications in Miami, FL, United States.

The Senior Private Wealth Advisor:
Growth & Planning position in the Finance, Sales field is open for applications.

We have an opening for a Senior Private Wealth Advisor:
Growth & Planning in Miami, FL, United States within Finance, Sales.

This role, Senior Private Wealth Advisor:
Growth & Planning at Citi, could be your next career step.

Position Requirements
10+ Years work experience
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