Senior Wealth Advisor & Relationship Strategist
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
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.
We have an opening for a Senior Wealth Advisor & Relationship Strategist in Upland, CA, United States within Finance.
Join us at Citi as our next Senior Wealth Advisor & Relationship Strategist in Upland, CA, United States.
We are currently recruiting a Senior Wealth Advisor & Relationship Strategist for our team in Upland, CA, United States.
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