Senior Wealth Advisor for High-Net-Worth Clients
Citi
Citi’s Wealth Relationship Management (Branch) is seeking a Sr. Analyst SAFE Act in San Lorenzo, CA. The role blends relationship management with advanced financial planning and compliance duties. You will identify high-net-worth prospects, tailor solutions, and coordinate with product specialists to meet client goals. This senior position requires 5–8 years of experience, FINRA registrations, and a mortgage originator credential. #J-18808-Ljbffr Citi
Vacancy posted 2 days ago
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