Senior Wealth Relationship Advisor

Citi; Anaheim (CA); On-site; USD 84,000 - 126,000; Full time

Job summary

Citi’s Wealth Relationship Management function seeks a Sr. Analyst for the Anaheim Hills office. You will deepen client relationships, tailor holistic financial solutions, and lead high-touch engagements with affluent clients, supported by specialists.

Expect strong analytical work, adherence to FINRA and SAFE Act requirements, and proactive portfolio growth. Qualifications include 5–8 years of experience, FINRA registrations, and a Bachelor's degree.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Money Guide Pro or NaviPlan Select or similar financial planning software.
• Basic understanding of investment and financial planning strategies.
• Self-starter, problem solver and goal-oriented team player.
• US FINRA Registration: SIE, Series 6, 63, 65 OR Series 7 and 66 or equivalent.
• Meet all FINRA registration requirements within 150 days of starting.
• Insurance Group 1 required and to meet within 150 days.
• Register as a mortgage loan originator per SAFE Act requirements.

Responsibilities

• Identify, build and deepen relationships to gain wallet share with affluent/HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• With product specialists, understand banking, credit and investment needs.
• Provide regular value-added engagement with high-touch, in-person meetings.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high-value client relationships.

Skills

Analytical skills

Verbal communication

Written communication

Attention to detail

Self-starter

Team player

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citi’s Wealth Relationship Management function seeks a Sr. Analyst for the Anaheim Hills office. You will deepen client relationships, tailor holistic financial solutions, and lead high-touch engagements with affluent clients, supported by specialists.

Expect strong analytical work, adherence to FINRA and SAFE Act requirements, and proactive portfolio growth. Qualifications include 5–8 years of experience, FINRA registrations, and a Bachelor's degree.