Senior Wealth Advisor | Los Angeles

Citibank (Switzerland) AG; Beverly Hills (CA); Hybrid; Confidential; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Life, accident, and disability

Wellness programs

Paid time off

Job summary

Citi Global Wealth in Beverly Hills, CA seeks a Senior Wealth Advisor to serve Citi Gold and Private Client segments. You will deliver comprehensive financial and investment advice, coordinating with Wealth team members and specialists to meet client needs.

The role requires 5–8 years in financial advisory, licenses (SIE, Series 7/66, insurance), and mortgage origination registration. Expect full-time hours with competitive benefits and a path to leadership.

Qualifications

• 5-8 years of experience in a financial advisory capacity.
• Proactive sales and service experience in financial services.
• Strong analytical and financial skills.
• Excellent verbal and written communication.
• Organized with strong attention to detail.
• SIE, Series 7/66 licenses; Group 1 Insurance license.
• Registration as a mortgage loan originator required.

Responsibilities

• Build relationships with new clients to bring in assets.
• Deepen relationships with existing clients using financial planning.
• Respond to referrals and recommend best offerings based on profiling.
• Make securities recommendations using firm models and research.
• Grow portfolio via referrals and new client acquisitions.
• Manage follow-up and adhere to regulatory procedures.
• Ensure compliance with KYC/AML and Citi policies.
• Lead and coach teams; train new recruits.

Skills

Financial advisory

Sales & service

Analytical skills

Communication skills

Attention to detail

SIE license

Series 7/66 licenses

Insurance license

Mortgage licensing

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Job description

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across the United States and is looking for top talent.

Job Responsibilities:

• Build relationships with new clients with the goal of bringing in new bank and brokerage assets
• Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills
• Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
• Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research
• Master referral opportunities to grow portfolio
• Acquire new clients through converting referral leads
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
• Ensure strict adherence to KYC/AML and other compliance norms
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, 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
• Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits

Qualifications and Skills:

• 5-8 years of experience serving in a financial advisory capacity
• Experience in a proactive, successful sales and service role in the financial services industry
• Strong analytical and financial skills
• Strong verbal and written communication skills
• Organized with strong attention to detail
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
• Basic understanding of investment and financial planning strategies preferred
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
• Securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses
• Group 1 Insurance License
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (\"Registry\") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures

Education:

• Bachelor's/University degree or equivalent experience

Job Family Group: Private Client Coverage

Job Family: Financial Planning Services

Time Type: Full time

Primary Location: Beverly Hills California United States

Primary Location Full Time Salary Range: $70,000.00 - $200,000.00

Anticipated Posting Close Date: Sep 09, 2026

Citi offers competitive employee benefits, including:

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs

Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.