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Senior Wealth Advisor – UHNW Portfolios & Strategy

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Citigroup Inc.
Full Time position
Listed on 2026-01-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 70000 - 200000 USD Yearly USD 70000.00 200000.00 YEAR
Job Description & How to Apply Below
A leading financial services corporation in San Francisco is seeking a Financial Advisor to provide investment services to Ultra high Net Worth clients. The role requires 6-10 years of experience and proficiency in financial analysis and communication. You will be responsible for managing client accounts, conducting economic assessments, and developing strategies to enhance clients' portfolios. Ideal candidates will hold pertinent licenses and possess strong financial backgrounds.

Competitive salary offered in the range of $70,000 to $200,000 annually.
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Position Requirements
10+ Years work experience
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