Senior Wealth Relationship Strategist
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Citi in Plantation, FL seeks a Sr. Analyst for Wealth Relationship Management (SAFE Act). You will build and deepen relationships with affluent clients, offering holistic financial planning and investment solutions tailored to client profiles.
The role requires 5–8 years in wealth management, current US FINRA registrations, a bachelor’s degree, and a life insurance license (or ability to obtain). You will collaborate with specialists, deliver high-touch engagements, and uphold strict regulatory
This posting is for the Senior Wealth Relationship Strategist role at Citi, based in Plantation, FL, 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 Relationship Strategist role in the description above.
We appreciate your interest in this position.
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