Private Client Wealth Advisor

Citi; Washington; On-site; USD 84,000 - 126,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citi is seeking a seasoned Sr. Analyst for Wealth Relationship Management (Branch) in Washington, DC area. The role centers on deepening relationships with affluent clients, delivering holistic financial planning, and coordinating with specialists to meet complex needs.

Requires 5-8 years of experience, strong analytical skills, and FINRA registrations. The role emphasizes high-touch client service, risk awareness, and adherence to regulatory standards.

Qualifications

• 5-8 years of experience in wealth management or financial planning.
• Strong analytical and financial skills; proficient with MS Office and planning software.
• Knowledge of investment strategies and regulatory requirements (FINRA).

Responsibilities

• Identify and deepen relationships to gain wallet share with affluent/HNW clients.
• Anticipate client needs and offer holistic financial solutions across products.
• Coordinate with product specialists to address banking, credit, and investment goals.
• Provide high-touch engagement with clients through meetings and seminars.
• Source, acquire, and expand high-value client relationships; refer opportunities as needed.
• Ensure compliance with KYC/AML and other procedures; collaborate with branch team.

Skills

Relationship management

Analytical skills

Communication

Self-starter

Problem solving

Financial planning

Education

Bachelor’s degree

Tools

Money Guide Pro

NaviPlan Select

Excel

Outlook

Word

Job description

Citi is seeking a seasoned Sr. Analyst for Wealth Relationship Management (Branch) in Washington, DC area. The role centers on deepening relationships with affluent clients, delivering holistic financial planning, and coordinating with specialists to meet complex needs.

Requires 5-8 years of experience, strong analytical skills, and FINRA registrations. The role emphasizes high-touch client service, risk awareness, and adherence to regulatory standards.