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Senior Wealth Advisor — Grow High-Impact Portfolios
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-17
Listing for:
Citi
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Citi is seeking a Wealth Relationship Advisor in New York to cultivate new and existing client relationships, providing financial planning and investment guidance. The role focuses on growing assets while ensuring regulatory and firm compliance in a fast-paced branch environment.
Applicants should have 5–8 years in financial services, strong communication skills, and relevant licenses; a Bachelor’s degree is required, with a mortgage origination registry obligation for SAFE Act compliance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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