Senior Wealth & Financial Planning Advisor

Citi; Miami (FL); On-site; USD 73,000 - 109,000; Full time

Job summary

Citi in Miami, FL is hiring a Sr. Analyst for Wealth Relationship Management. The role focuses on deepening relationships with affluent and high-net-worth clients, delivering holistic financial solutions, and driving client engagement through regular high-touch interactions.

The candidate should bring 5–8 years of experience, strong analytical and communication skills, and familiarity with financial planning tools. FINRA registration and mortgage licensing requirements apply.

Qualifications

• Bachelor's degree or equivalent experience is required.
• 5–8 years of experience in wealth management or financial planning preferred.
• Strong analytical and communication skills; organized with attention to detail.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent/HNW clients.
• Anticipate complex financial needs and offer solutions across products and tools.
• Collaborate with product specialists to address banking, credit and investment goals.
• Provide regular high-touch engagement with clients via in-person meetings and seminars.
• Refer opportunities to segment partners and expand high-value client relationships.
• Ensure compliance (KYC/AML) and proper risk assessment in all decisions.

Skills

Financial planning

Relationship management

KYC/AML

Communication

Financial analysis

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office

Excel

Outlook

Word

Money Guide Pro

NaviPlan Select

Job description

Citi in Miami, FL is hiring a Sr. Analyst for Wealth Relationship Management. The role focuses on deepening relationships with affluent and high-net-worth clients, delivering holistic financial solutions, and driving client engagement through regular high-touch interactions.

The candidate should bring 5–8 years of experience, strong analytical and communication skills, and familiarity with financial planning tools. FINRA registration and mortgage licensing requirements apply.