Senior Wealth Advisor Safe Act San Francisco California United States Of America
Citi
About this role
The Senior Wealth Advisor SAFE Act is a professional responsible for managing high net worth client accounts, providing financial and investment services, and developing financial strategies in the private banking sector. The role involves analyzing economic trends, advising clients on portfolio adjustments, and ensuring compliance with legal and ethical standards.
Skills
Qualifications
About Citi
citi.comCitibank 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.
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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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Citi.
Salary
$70k
per year