Senior Wealth Advisor SAFE ACT
Citi(4 days ago)
About this role
The Senior Wealth Advisor provides financial and investment services to ultra high net worth clients, managing accounts, developing strategies, and conducting market analyses. The role involves offering expert advice, building client relationships, and ensuring compliance within the financial services sector.
Required Skills
- Financial Analysis
- Investment Strategies
- Market Research
- Financial Planning
- Client Relations
- Economics
- Regulatory Compliance
- Microsoft Office
- Financial Software
- Asset Management
Qualifications
- Bachelor's degree
- 10+ years experience
- FINRA Series 7
- Series 66 or Series 63 and 65
- Group 1 insurance
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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