Senior Wealth Advisor & Relationship Lead
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Citi is seeking a Sr. Analyst in Wealth Relationship Management (Branch) in San Francisco. You will develop deep client relationships, assess financial needs, and deliver holistic planning with product specialists, while maintaining regulatory compliance and high service standards.
Key duties include high-touch client engagement, referrals, events, and collaboration with various partners to optimize wallet share and client satisfaction. Requires FINRA licensing and mortgage origination readiness.
The Senior Wealth Advisor & Relationship Lead position in the Finance, Sales field is open for applications.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Wealth Advisor & Relationship Lead role in the description above.
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