More jobs:
Elite Wealth Advisor High Net Worth Clients
Job in
Milpitas, Santa Clara County, California, 95035, USA
Listed on 2026-06-24
Listing for:
Citi
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance, Financial Sales -
Sales
Banking & Finance, Financial Sales
Job Description & How to Apply Below
Citi is looking for a finance professional in Milpitas, California, to build client relationships and offer tailored financial solutions. The role requires 5-8 years of relevant experience and strong analytical skills to meet the complex financial needs of affluent clients.
As part of this position, you will work closely with product specialists and have opportunities to engage clients through organized events. A Bachelor’s degree is preferred along with proficiency in financial planning software.
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