Senior Wealth Advisor, Citi

Citi

Location:
United States, Coral Springs ▼
Coral Gables

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Senior Wealth Advisor is responsible for providing financial and investment services to Ultra High Net Worth clients. The role involves managing investor accounts, conducting financial analyses, recommending changes to portfolios, and developing client relationships. Compliance with company policies and risk assessment are also essential aspects of this role.

Job Responsibility:

Provide financial and investment services to Ultra High Net Worth clients in the United States
manage accounts of high net worth investors and co-develop financial strategies with Private Bankers
conduct economic and financial market analyses
analyze economic trends and advise on their effects on investors' portfolios
recommend portfolio changes
adhere to specific prospecting code of conduct
develop relationships and generate ideas with Bankers and clients
appropriately assess risk when making business decisions

Requirements:

6-10 years of experience
NYSE Series 7 and 66 licenses and additional licensing as needed
proficient in software applications (ex. Microsoft Word, Excel)
knowledge of Bloomberg a definite asset
ability to communicate with co-workers and clients
excellent written and communication skills
strong financial background

What we offer:

medical, dental, and vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including vacation, sick leave, and paid holidays

Additional Information:

Job Posted:
August 23, 2025

Expiration:
August 29, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Senior Wealth Advisor

Citi

Location:United States, Coral Springs ▼Coral Gables

Category:Finance

Contract Type:Not provided