Senior Wealth Advisor & Relationship Architect
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
The Citi Private Client Wealth Relationship Management team in Palm Springs is hiring a Sr. Analyst for the SAFE Act–compliant role.
You will leverage in-depth financial planning knowledge and client discovery to deepen relationships with affluent clients. Responsibilities include identifying opportunities, offering holistic solutions across banking, credit, and investments, and coordinating with specialists while ensuring strict KYC/AML and regulatory compliance.
The Senior Wealth Advisor & Relationship Architect role at Citi is now open for applications in Palm Springs, CA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Wealth Advisor & Relationship Architect role in the description above.
We appreciate your interest in this position.
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