Senior Wealth Advisor, Private Client Growth

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 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.