Senior Wealth Advisor & Relationship Architect

Citi; Palm Springs (CA); On-site; USD 78,000 - 117,000; Full time

Job summary

The Citi Private Client Wealth Relationship Management team in Palm Springs is hiring a Sr. Analyst for the SAFE Act–compliant role.

You will leverage in-depth financial planning knowledge and client discovery to deepen relationships with affluent clients. Responsibilities include identifying opportunities, offering holistic solutions across banking, credit, and investments, and coordinating with specialists while ensuring strict KYC/AML and regulatory compliance.

Qualifications

• 5–8 years of experience in wealth management or private client services.
• Strong analytical and financial skills.
• Excellent verbal and written communication.
• Detail-oriented with strong organizational skills.
• Experience with financial planning software preferred.
• Must meet US FINRA registrations (SIE, Series 6/63/65 or 7/66).
• Mortgage loan originator registration required within 150 days.

Responsibilities

• Identify and deepen relationships to gain wallet share of affluent clients.
• Anticipate complex financial needs and offer holistic solutions.
• Collaborate with product specialists to address banking, credit and investments goals.
• Provide regular, high-touch engagement with clients and schedule face-to-face meetings.
• Refer opportunities to segment partners as appropriate.
• Organize client events and acquire new clients through referrals.
• Ensure compliance with KYC/AML and Citi policies and procedures.
• Assess risk and escalate control issues with transparency.

Skills

Analytical skills

Financial skills

Communication skills

Detail oriented

Self-starter

Problem solving

Education

Bachelor's/University degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Excel

Outlook

Word

Job description

The Citi Private Client Wealth Relationship Management team in Palm Springs is hiring a Sr. Analyst for the SAFE Act–compliant role.

You will leverage in-depth financial planning knowledge and client discovery to deepen relationships with affluent clients. Responsibilities include identifying opportunities, offering holistic solutions across banking, credit, and investments, and coordinating with specialists while ensuring strict KYC/AML and regulatory compliance.