Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client, and captures wealth management in the workplace through Citi Global Wealth at Work.
The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, enabling delivery of traditional and alternative investments, managed account solutions, and top-tier research and advice for all Wealth clients. The client remains at the center of our efforts. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants, and Home Lending Officers.
Citi has multiple locations across the United States and is seeking top talent. If you see this posting but do not see a suitable location, feel free to apply, and a recruiter will contact you to discuss your options.
Job Responsibilities:
Qualifications and Skills:
Education:
Bachelor's degree or equivalent experience.
Job Family Group: Private Client Coverage
Job Family: Financial Planning Services
Time Type: Full-time
Primary Location: Washington, D.C., United States
Salary Range: $70,000.00
In addition to salary, Citi offers discretionary and formulaic incentive and retention awards, along with comprehensive benefits such as medical, dental, vision, 401(k), insurance, wellness programs, and paid time off. Benefits may vary by location, role, and hire date. For more details, visit citibenefits.com.
Anticipated Posting Close Date: Sep 17, 2024
Citi is an equal opportunity employer. Qualified applicants will be considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. For accommodations, review . See the EEO is the Law poster and related policies for more information.
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