Citi

Citi Wealth - Wealth Advisor - Vice President

Citi

2 months ago
United States
Onsite
Full Time
Senior
0 applicants
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Citi
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About this role

The Wealth Advisor is a senior role within Citi Global Wealth focused on serving High Net Worth professionals in law, accounting, asset management and related fields. The position is part of Citi Global Wealth at Work and supports the delivery of comprehensive wealth management services while contributing to the business’s commercial objectives and client experience.

Skills

Qualifications

Bachelor's DegreeMaster's DegreeCFA (preferred)FINRA Series SIEFINRA Series 7
Citi

About Citi

citi.com

Citibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.

About Citi

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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