Wealth Relationship Advisor for High Net Worth
citiNew York, NY
Wealth Relationship Advisor for High Net Worth
citiNew York, NYSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
APPLY NOW (opens in a new tab)Citigroup Inc. — Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in Flushing, NY — a senior advisory role focusing on affluent/HNW clients, financial planning, and cross-functional collaboration within Citi's Private Client Coverage. The position requires FINRA registrations or equivalents, life insurance licensing, and mortgage originator registration within set timelines. You will lead client engagements, drive wallet share, and guide teams while ensuring regulatory compliance and
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Level
Senior L5
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday