Senior Wealth Advisor & Relationship Strategist
Job in
Upland, San Bernardino County, California, 91784, USA
Listed on 2026-06-02
Listing for:
Citi
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant, Financial Analyst, Financial Advisor
Job Description & How to Apply Below
Citi in Upland, California is seeking a Senior Analyst for Wealth Relationship Management. The successful candidate will utilize analytical skills to engage high-value clients, meeting their complex financial needs through tailored solutions.
This role demands strong compliance and regulatory adherence, along with mentoring responsibilities. Candidates should have a Bachelor's degree and 5-8 years of experience in finance or a related field, as well as the relevant FINRA registrations.
Citi offers competitive benefits including medical, dental, and a 401(k) retirement plan.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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