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Financial Consultant Wealth Management

UHNW Private Bank Investment Counselor

Job in Palo Alto, Santa Clara County, California, 94306, USA
Listing for: Citi
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial services firm is seeking an experienced Investment Counselor in Palo Alto, CA. The ideal candidate will have over 15 years of experience in establishing and managing investment relationships with ultra-high net worth clients. This role requires advanced judgment, strong analytical skills, and the ability to provide customized investment advice and solutions. Responsibilities include handling trades, assessing risks, cultivating new client relationships, and collaborating with internal partners.

Competitive benefits package available.
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