Senior Wealth Advisor & Relationship Manager

Citigroup Inc.; Centreville (VA); On-site; USD 84,000 - 126,000; Full time

Job summary

Citigroup Inc. in Centreville, VA seeks a Sr. Analyst for Wealth Relationship Management. The role focuses on deepening client relationships, profiling needs, and delivering holistic financial solutions within private client services.

You will work with a team to source opportunities, ensure regulatory adherence, and coordinate with product partners, while maintaining high client service standards and strong governance aligned with Citi policies.

Qualifications

• 5-8 years of experience in wealth management or financial planning.
• Strong analytical and financial skills.
• Excellent verbal and written communication abilities.
• Organized with strong attention to detail.
• Must be a self-starter and team player.
• Current US FINRA Registration requirements specified in role and regulatory guidelines.

Responsibilities

• Identify and deepen relationships to gain wallet share with affluent and high-net-worth clients.
• Assess complex financial needs and propose holistic solutions across product lines.
• Collaborate with product specialists to tailor banking, credit and investment strategies.
• Provide high-touch engagement with clients via in-person meetings and regular communications.
• Grow portfolio through referrals and strategic client events.

Skills

Financial analysis

Communication skills

Attention to detail

Self-motivated

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office (Excel/Outlook/Word)

Job description

Citigroup Inc. in Centreville, VA seeks a Sr. Analyst for Wealth Relationship Management. The role focuses on deepening client relationships, profiling needs, and delivering holistic financial solutions within private client services.

You will work with a team to source opportunities, ensure regulatory adherence, and coordinate with product partners, while maintaining high client service standards and strong governance aligned with Citi policies.