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Senior Wealth Relationship Advisor

Job in Elwood, Suffolk County, New York, USA
Listing for: Citi
Full Time position
Listed on 2026-07-26
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 120000 USD Yearly USD 80000.00 120000.00 YEAR
Job Description & How to Apply Below
Location: Elwood

Citi is seeking a Senior Analyst in Wealth Relationship Management to enhance relationships with affluent clients in Elwood, New York. This role involves providing tailored financial solutions and ensuring compliance with regulations while delivering high-quality client service.

The ideal candidate will have 5–8 years of experience, strong analytical and financial skills, and necessary FINRA registrations. The role offers opportunities to grow a portfolio by proactively sourcing and managing high-value client relationships.

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Position Requirements
10+ Years work experience
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