Senior Wealth Advisor, Private Client (Hybrid, CA)

Citi; New York (NY); Hybrid; USD 70,000 - 200,000; Full time

Job summary

Citi is seeking a Senior Wealth Advisor in California for a hybrid role serving Citi Private Bank, Citigold, and Citigold Private Client segments. You will deliver comprehensive financial advice, leverage Wealth's investment platform, and collaborate with a dedicated Wealth team to meet affluent and high-net-worth client needs.

Responsibilities include attracting new assets, deepening existing client relationships, and ensuring strict adherence to KYC/AML, with support from a Wealth Relationship

Qualifications

• Bachelor's degree or equivalent experience.
• Active securities licenses required (SIE, Series 7, 66 or 63/65).
• Insurance license and mortgage licensing are required.

Responsibilities

• Build relationships with new clients to bring in assets.
• Deepen relationships with existing clients for wealth management needs.
• Provide investment advice using firm models and research.
• Ensure compliance with KYC/AML and regulatory procedures.
• Collaborate with branch team to deliver positive in-branch experience.

Skills

SIE License

Series 7 License

Series 66 License

Group 1 Insurance License

Mortgage loan originator registration

Financial analysis

MS Office

Financial planning software

Education

Bachelor's degree

Tools

MS Office

Financial planning software

Job description

Citi is seeking a Senior Wealth Advisor in California for a hybrid role serving Citi Private Bank, Citigold, and Citigold Private Client segments. You will deliver comprehensive financial advice, leverage Wealth's investment platform, and collaborate with a dedicated Wealth team to meet affluent and high-net-worth client needs.

Responsibilities include attracting new assets, deepening existing client relationships, and ensuring strict adherence to KYC/AML, with support from a Wealth Relationship