Senior Wealth Relationship Advisor

Citi; Elwood (NY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Paid time off packages

Job summary

Citi is seeking a Senior Analyst in Wealth Relationship Management to enhance relationships with affluent clients in Elwood, New York. This role involves providing tailored financial solutions and ensuring compliance with regulations while delivering high-quality client service.

The ideal candidate will have 5–8 years of experience, strong analytical and financial skills, and necessary FINRA registrations. The role offers opportunities to grow a portfolio by proactively sourcing and managing high-value client relationships.

Qualifications

• 5–8 years of experience in wealth management or financial services.
• Strong verbal and written communication skills.
• Must hold valid current US FINRA registrations (SIE, Series 6, 63, and 65 or equivalent).

Responsibilities

• Develop and deepen relationships with affluent clients.
• Provide tailored financial solutions based on client needs.
• Ensure compliance with KYC/AML regulations.

Skills

Analytical skills

Financial planning

Communication skills

Attention to detail

Self-starter

Education

Bachelor’s degree

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Senior Analyst in Wealth Relationship Management to enhance relationships with affluent clients in Elwood, New York. This role involves providing tailored financial solutions and ensuring compliance with regulations while delivering high-quality client service.

The ideal candidate will have 5–8 years of experience, strong analytical and financial skills, and necessary FINRA registrations. The role offers opportunities to grow a portfolio by proactively sourcing and managing high-value client relationships.