Senior Wealth Advisor: Strategic Wealth Planning & Growth
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-26
Listing for:
Citi
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Citi is looking for a Senior Wealth Advisor SAFE Act based in Greenwich, Connecticut. This role involves building and deepening client relationships through comprehensive financial planning and investment advice. The ideal candidate will have 5-8 years of relevant experience and must possess strong analytical skills. Responsibilities include ensuring compliance with regulations and engaging in sales activities to grow the client portfolio.
The position offers competitive benefits including medical and dental coverage, a 401(k) plan, and incentive awards.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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