Senior Wealth Advisor & Relationship Strategist

Citi; Upland (CA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citi in Upland, California is seeking a Senior Analyst for Wealth Relationship Management. The successful candidate will utilize analytical skills to engage high-value clients, meeting their complex financial needs through tailored solutions.

This role demands strong compliance and regulatory adherence, along with mentoring responsibilities. Candidates should have a Bachelor's degree and 5-8 years of experience in finance or a related field, as well as the relevant FINRA registrations.

Citi offers competitive benefits including medical, dental, and a 401(k) retirement plan.

Qualifications

• 5-8 years of experience in a relevant role.
• Knowledge of financial planning strategies.
• Must meet US FINRA Registration requirements.

Responsibilities

• Identify and deepen client relationships for financial planning.
• Provide solutions based on client profiling.
• Manage compliance and risk assessments.

Skills

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to details

Self-starter and problem solver

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citi in Upland, California is seeking a Senior Analyst for Wealth Relationship Management. The successful candidate will utilize analytical skills to engage high-value clients, meeting their complex financial needs through tailored solutions.

This role demands strong compliance and regulatory adherence, along with mentoring responsibilities. Candidates should have a Bachelor's degree and 5-8 years of experience in finance or a related field, as well as the relevant FINRA registrations.

Citi offers competitive benefits including medical, dental, and a 401(k) retirement plan.