Senior Wealth Advisor | Los Angeles

Citi; Los Angeles (CA); On-site; USD 70,000 - 200,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Life, accident, and disability insurance

Wellness programs

Paid time off: vacation and sick leave

Job summary

Citi is seeking a Financial Advisor in Los Angeles, California, to provide a wide range of financial services to ultra-high-net-worth clients. The role involves managing investment accounts, conducting financial analyses, and developing tailored investment strategies.

The ideal candidate should have 6–10 years of experience, strong financial knowledge, and excellent interpersonal skills. A Bachelor's degree is required, while a Master's degree is preferred. This position offers a competitive salary and comprehensive benefits.

Qualifications

• 6–10 years of experience in financial advisory roles.
• Proficient in financial analysis and investment strategies.
• Strong written and verbal communication skills.

Responsibilities

• Provide financial and investment services to high net worth clients.
• Manage accounts and develop financial strategies.
• Analyze economic trends and advise on portfolio impacts.

Skills

Financial analysis

Investment strategies

Communication skills

Risk assessment

Interpersonal skills

Education

Bachelor’s degree

Master’s degree preferred

Tools

Microsoft Excel

Microsoft Word

Bloomberg

Job description

The Financial Advisor is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by applying them in their own work and the broader business. They act as a recognized technical authority in their area, require basic commercial awareness, and bring strong communication and diplomacy skills to guide, influence, and convince colleagues and external customers. Their work has significant impact on the area and ultimately affects overall performance and effectiveness of the sub‑function and job family.

Responsibilities

• Provide a wide variety of financial and investment services to an ultra high net worth client base in the United States.
• Manage accounts of high net worth investors and jointly develop financial strategies with Private Bankers.
• Conduct sophisticated economic and financial market analyses.
• Analyze economic trends and advise on the effects on investors’ portfolios.
• Recommend changes to investors’ holdings after evaluating economic, financial, and market factors and their potential impact on portfolios.
• Adhere to a prospecting code of conduct that permits acquiring new private client accounts only by referral or personal contact and prohibits seminars, mail campaigns, cold calling and other solicitation methods.
• Develop relationships and generate ideas with Bankers and clients to grow the asset base.
• Appropriately assess risk, protect the firm’s reputation, and ensure compliance with applicable laws, rules, policies, and ethical standards while escalating, managing, and reporting control issues with transparency.

Qualifications

• 6–10 years of experience.
• NYSE Series 7 and 66 licenses and additional licensing as needed.
• Proficient in Microsoft Word and Excel.
• Knowledge of Bloomberg is a definite asset.
• Strong communication and interpersonal skills with co‑workers and clients.
• Excellent written communication skills.
• Strong financial background.

Education

• Bachelor’s/University degree; Master’s degree preferred.

Salary

$70,000.00 – $200,000.00 per year.

Benefits

• Medical, dental, and vision coverage.
• 401(k) plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off: vacation, sick leave, and paid holidays.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, 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.

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