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© All Rights Reserved. ApplyBlast.com
Wita Tour
The Wealth Relationship Advisor SAFE Act role at Citi focuses on building and deepening client relationships to grow bank and brokerage assets, providing financial planning, investment advice, and ensuring compliance with regulatory standards. The position requires 5-8 years of financial services experience, strong analytical and communication skills, and relevant securities and mortgage licensing.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Wita Tour.
47% below the average for this role