Senior Wealth Relationship Advisor for High Net Worth

Citi; Mountain View (CA); On-site; USD 88,400 - 132,600; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citi is looking for a seasoned professional for the Wealth Relationship Management role based in Mountain View, California. This position requires strong analytical and financial skills, excellent communication abilities, and a solid understanding of financial planning strategies.

The candidate will identify client needs, provide tailored financial solutions, and ensure compliance with regulatory standards. With a competitive salary range of $88,400 - $132,600 and various employee benefits, this role offers significant professional growth opportunities.

Qualifications

• 5-8 years of experience in financial planning or related field.
• Current US FINRA Registration (SIE, Series 6, 63, 65 or equivalent).
• Insurance Group 1 certification required.

Responsibilities

• Identify and deepen client relationships in affluent segments.
• Anticipate complex financial needs and offer tailored solutions.
• Organize client events to enhance relationship bonding.
• Ensure compliance with regulatory and KYC norms.

Skills

Strong analytical and financial skills

Strong verbal and written communication skills

Organizational skills

Attention to details

Knowledge of financial planning software

Investment strategies understanding

Self-starter

Problem solver

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citi is looking for a seasoned professional for the Wealth Relationship Management role based in Mountain View, California. This position requires strong analytical and financial skills, excellent communication abilities, and a solid understanding of financial planning strategies.

The candidate will identify client needs, provide tailored financial solutions, and ensure compliance with regulatory standards. With a competitive salary range of $88,400 - $132,600 and various employee benefits, this role offers significant professional growth opportunities.