Senior Wealth Advisor & Client Growth Lead

Citi; Palm Springs (CA); On-site; USD 78,000 - 117,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k)

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citi is seeking a seasoned Wealth Relationship Management Sr. Analyst in Palm Springs, CA to deepen client relationships and deliver holistic financial planning solutions.

The role emphasizes high-touch engagement, regulatory compliance, and collaboration with specialists to meet complex client needs. Strong communication, FINRA registrations, and mortgage-licensing progress are key for success.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Familiarity with financial planning software preferred.
• Must be a self-starter, problem solver and a goal-oriented team player.
• Requires US FINRA registration: SIE, Series 6/63/65 OR Series 7/66 or equivalent.
• Must meet all FINRA requirements within 150 days of starting.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and High Net Worth clients.
• Anticipate complex financial needs and offer holistic solutions.
• Provide regular value-added engagement with clients through high-touch meetings and communication.
• Master referral opportunities to grow portfolio.
• Proactively source and expand high value customer relationships.

Skills

Analytical skills

Communication skills

Detail-oriented

Self-starter

Team player

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a seasoned Wealth Relationship Management Sr. Analyst in Palm Springs, CA to deepen client relationships and deliver holistic financial planning solutions.

The role emphasizes high-touch engagement, regulatory compliance, and collaboration with specialists to meet complex client needs. Strong communication, FINRA registrations, and mortgage-licensing progress are key for success.