Senior Wealth Advisor — Private Client Growth & Impact

Citi; New York (NY); On-site; USD 70,000 - 81,000; Full time

Job summary

Citi in Pasadena, CA, seeks a Senior Wealth Advisor to provide comprehensive financial guidance to Citigold and Citigold Private Client segments. You will work with a Wealth team to address the needs of affluent clients using a broad set of investment solutions.

The role emphasizes relationship building, financial planning, and compliance, with leadership duties and collaboration across branch teams. Bachelor’s degree and relevant licenses are required.

Qualifications

• 5–8 years experience in financial advisory roles.
• Licenses: SIE, Series 7/66 or 63/65, and mortgage origination registration.
• Proven sales and service success in financial services.
• Strong communication and analytical abilities; detail oriented.

Responsibilities

• Build relationships and bring in new bank and brokerage assets.
• Deepen relationships using financial planning and profiling skills.
• Respond to referrals and recommend suitable offerings.
• Provide investment advice using firm models and research.
• Lead and train junior team members when needed.
• Collaborate with partners (Small Business, Home Lending, etc.).
• Grow client base through referrals and new acquisitions.
• Ensure compliance with KYC/AML and regulatory controls.

Skills

Strong verbal communication

Strong written communication

Analytical skills

Financial skills

SIE license

Series 7/66 licenses

Mortgage loan originator registration

Microsoft Office

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Citi in Pasadena, CA, seeks a Senior Wealth Advisor to provide comprehensive financial guidance to Citigold and Citigold Private Client segments. You will work with a Wealth team to address the needs of affluent clients using a broad set of investment solutions.

The role emphasizes relationship building, financial planning, and compliance, with leadership duties and collaboration across branch teams. Bachelor’s degree and relevant licenses are required.