UHNW Wealth Strategy & Investment Advisor

Citi; Los Angeles (CA); On-site; USD 70,000 - 200,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Life, accident, and disability insurance

Wellness programs

Paid time off: vacation and sick leave

Job summary

Citi is seeking a Financial Advisor in Los Angeles, California, to provide a wide range of financial services to ultra-high-net-worth clients. The role involves managing investment accounts, conducting financial analyses, and developing tailored investment strategies.

The ideal candidate should have 6–10 years of experience, strong financial knowledge, and excellent interpersonal skills. A Bachelor's degree is required, while a Master's degree is preferred. This position offers a competitive salary and comprehensive benefits.

Qualifications

• 6–10 years of experience in financial advisory roles.
• Proficient in financial analysis and investment strategies.
• Strong written and verbal communication skills.

Responsibilities

• Provide financial and investment services to high net worth clients.
• Manage accounts and develop financial strategies.
• Analyze economic trends and advise on portfolio impacts.

Skills

Financial analysis

Investment strategies

Communication skills

Risk assessment

Interpersonal skills

Education

Bachelor’s degree

Master’s degree preferred

Tools

Microsoft Excel

Microsoft Word

Bloomberg

Job description

Citi is seeking a Financial Advisor in Los Angeles, California, to provide a wide range of financial services to ultra-high-net-worth clients. The role involves managing investment accounts, conducting financial analyses, and developing tailored investment strategies.

The ideal candidate should have 6–10 years of experience, strong financial knowledge, and excellent interpersonal skills. A Bachelor's degree is required, while a Master's degree is preferred. This position offers a competitive salary and comprehensive benefits.