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Senior Wealth Relationship Strategist

Job in Simi Valley, Ventura County, California, 93097, USA
Listing for: Citigroup Inc.
Full Time position
Listed on 2026-07-13
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 83920 - 125880 USD Yearly USD 83920.00 125880.00 YEAR
Job Description & How to Apply Below

Citigroup Inc. in Simi Valley, California is seeking a Senior Analyst in Wealth Relationship Management (Branch) to build deep relationships with affluent and high-net-worth clients, advise on financial planning, and deliver holistic solutions across banking, lending, and investment products.

The role requires strong analytical and communication skills, FINRA registration, mortgage origination compliance, and the ability to lead, coach, and coordinate with product specialists to deepen wallet

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Position Requirements
10+ Years work experience
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