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Senior Wealth Advisor – High Net Worth

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Citi
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 88000 - 133000 USD Yearly USD 88000.00 133000.00 YEAR
Job Description & How to Apply Below

Citi is seeking a seasoned Wealth Relationship Management Sr. Analyst in San Francisco, CA to deepen client relationships, assess complex financial needs, and offer holistic financial solutions.

You will engage high-net-worth clients with proactive planning and face-to-face meetings, leveraging team support and compliant practices. Role requires FINRA registrations, mortgage origination eligibility, and proficiency in Mandarin.

This role, Senior Wealth Advisor – High Net Worth at Citi, could be your next move.

We are seeking a motivated Senior Wealth Advisor – High Net Worth to join Citi in San Francisco, CA, United States.

Consider building your career as a Senior Wealth Advisor – High Net Worth at Citi.

The Senior Wealth Advisor – High Net Worth position in the Finance, Sales field is open for applications.

We have an opening for a Senior Wealth Advisor – High Net Worth in San Francisco, CA, United States within Finance, Sales.

Position Requirements
10+ Years work experience
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