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Senior Wealth Advisor & Client Strategist

Job in New York, New York County, New York, 10261, USA
Listing for: Citi
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 84000 - 126000 USD Yearly USD 84000.00 126000.00 YEAR
Job Description & How to Apply Below
Location: New York

Citi is hiring a Wealth Relationship Manager in Washington, DC. You will identify and deepen relationships with affluent clients, offering holistic financial planning and investment guidance.

The role requires multi-product knowledge, high-touch client engagement, and collaboration with branch partners to ensure compliant, client-centric service. Ideal candidates have 5–8 years of experience, strong analytical and communication skills, and FINRA registration readiness.

We are currently recruiting a Senior Wealth Advisor & Client Strategist for our team in New York, NY, United States.

This role, Senior Wealth Advisor & Client Strategist at Citi, could be your next career step.

Are you ready to take on the Senior Wealth Advisor & Client Strategist role at Citi?

We would love to welcome a new Senior Wealth Advisor & Client Strategist to our team in New York, NY, United States.

Position Requirements
10+ Years work experience
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