Investment Counselor Sr. Lead, Citi

Investment Counselor Sr. Lead

Citi

Location:
United States, Los Angeles

Category:
Finance

Contract Type:
Employment contract

Salary:

200720.00 - 301080.00 USD / Year

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Job Description:

The job involves serving as the primary wealth advisor for high net worth and ultra-high net worth professionals, with responsibilities including investment advice, risk assessment, and leveraging client relationships.

Job Responsibility:

Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions
Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Requirements:

8+ years of related experience
Expertise in providing investment advice and solutions
CFA, MBA degree or other advanced degree a plus
Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions
Required to think beyond existing solutions, assumptions or current knowledge of sophisticated investment trends and solutions
S7, S66 (or 63 & 65) & S31
NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)
Bachelor's/University degree, Master's degree preferred.

Nice to have:

CFA
MBA degree or other advanced degree.

What we offer:

Medical, dental & vision coverage
401(k)
Life, accident & disability insurance
Wellness programs
Paid time off packages: planned time off (vacation), unplanned time off (sick leave), and paid holidays
Discretionary and formulaic incentive and retention awards.

Additional Information:

Job Posted:
October 28, 2025

Expiration:
November 03, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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