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Senior Wealth Advisor & Financial Planning Specialist

Job in New York, New York County, New York, 10261, USA
Listing for: Citi
Full Time position
Listed on 2026-08-24
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 70000 USD Yearly USD 70000.00 YEAR
Job Description & How to Apply Below
Location: New York

Citi in Brooklyn, NY is seeking a Wealth Relationship Advisor to build and deepen client relationships, promote investment solutions, and drive new asset growth within Private Client Coverage. The role emphasizes financial planning, discovery, and compliant advisory processes.

A strong sales/service background and Series 7/66 (or 63/65) licenses are required, with mortgage origination registration. Full-time opportunity with competitive benefits and a $70,000 salary range, reflecting the SAFE

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Position Requirements
10+ Years work experience
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