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Senior Wealth Advisor, Staten Island
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 Private Bank is seeking a Senior Wealth Advisor to deliver comprehensive financial and investment guidance to Citigold and Citigold Private Client segments in Staten Island, NY. You will collaborate with a Wealth team to meet the needs of affluent clients, including access to a wide range of investment solutions and research.
You will establish and deepen client relationships, manage referrals, and ensure strict adherence to KYC/AML and Citi compliance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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