Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Relationship Advisor

Citigroup Inc

Citigroup Inc. is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to deepen client relationships among affluent and high-net-worth segments, offering holistic financial solutions and high-touch, in-person engagement.

Responsibilities include identifying client needs, coordinating with product specialists, and ensuring strict adherence to KYC/AML, FINRA, and SAFE Act requirements, while coordinating with branch teams for strong client experiences.

#J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Advisor in San Francisco, CA vacancy
  •  ...Beacon Pointe is seeking experienced Senior Wealth Advisors to provide comprehensive wealth management advice and develop long-term relationships with clients across locations nationwide. Candidates should have over 5 years of experience as a Financial Advisor or Wealth... 
    Senior

    Beacon Pointe

    San Francisco, CA
    3 days ago
  • $70k - $200k

     ...Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi...  ...Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and...  ...Net Worth clients, including a Wealth Relationship Manager and field experts such as... 
    Senior
    Full time
    Work at office

    Citigroup

    San Francisco, CA
    6 days ago
  •  ...An established industry player is seeking a dynamic Wealth Advisor to join their innovative team. This role offers the chance to work with high-net-worth clients, providing sophisticated financial planning and investment advice. The firm boasts a strong culture of support... 
    Senior

    Gaynor Staffing

    San Francisco, CA
    2 days ago
  • $160k - $220k

     ...Premier Financial Search is representing a leading wealth advisory firm seeking an experienced Senior Wealth Tax Advisor to join a dedicated advisory team serving a select portfolio of approximately 60–100 ultra-high-net-worth clients. This is a 100% advisory role with... 
    Senior
    Local area

    Jobrapido

    San Francisco, CA
    2 days ago
  •  ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior...  ...wealth management advice and building long‑term relationships with clients. The role partners closely with high–net‑worth... 
    Senior

    Beacon Pointe

    San Francisco, CA
    4 days ago
  •  ...Citi Private Bank in San Francisco seeks an accomplished Private Banker to manage ultra-high-net-worth client relationships and tailor wealth strategies. You will lead advisory engagements, coordinate with specialists, and drive long-term financial objectives for families... 
    Senior

    Citi

    San Francisco, CA
    3 days ago
  • $250k

     ...an established, highly respected private wealth management organization with a...  ...platform with an emphasis on long-term client relationships, tailored investment strategies, and comprehensive...  ...to growth, focusing on experienced advisors and successful teams who value... 
    Senior
    Temporary work
    For contractors
    Local area

    Jobot

    San Francisco, CA
    3 days ago
  • The Senior Wealth Advisor is a senior relationship leader responsible for managing a significant book of high-net-worth and complex client relationships, delivering sophisticated wealth management advice, developing other advisors, and contributing meaningfully to the... 
    Senior

    Threadline Wealth

    San Francisco, CA
    1 day ago
  • Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.Senior Financial Analyst | Investment Firm | San Francisco; HybridJoin a high-growth private investment platform focused on liquidity solutions across venture... 
    Senior

    Robert Half

    San Francisco, CA
    7 days ago
  • Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.Finance Associate | Venture Capital Firm | San Francisco ; Hybrid | Strong Comp (Base + Bonus + Carry!)Join a highly regarded venture capital firm with billions...
    Senior
    Seasonal work
    Work at office
    Flexible hours

    Robert Half

    San Francisco, CA
    4 days ago
  • $77k - $202k

     ...& SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business diligence...  ...- Building meaningful client connections and managing client relationships effectively- Utilizing critical thinking to break down complex... 
    Senior
    Full time
    H1b

    PwC

    San Francisco, CA
    7 days ago
  • $77k - $202k

     ...SummaryThe OpportunityAs a Deals - Financial Due Diligence - Senior Associate, you will provide strategic advice and business diligence...  ...due diligence processes- Developing meaningful client relationships to anticipate needs and deliver tailored solutions- Managing deal... 
    Senior
    Full time
    H1b

    PwC

    San Francisco, CA
    4 days ago
  • $119k - $165k

    About the roleWe’re seeking a Strategic Finance Senior Associate to join the Finance team at Chime. As a finance team member, you will...  ...for Chime’s new and emerging productsBuild strong working relationships with cross-functional teams including Product, Risk, Analytics... 
    Senior
    Full time
    Work at office
    Local area
    Remote work

    Chime

    San Francisco, CA
    5 days ago
  • $104.7k - $154k

     ...providing strategic insights on our business to understand past trends and identify the best path forward.About the RoleWe're hiring a Senior Associate to help lead the day-to-day financial reporting and closing processes for our New Verticals business. In this role, you'... 
    Senior
    Hourly pay
    Work at office
    Local area
    Remote work
    Flexible hours

    Doordash

    San Francisco, CA
    8 days ago
  • $95.55k - $195.25k

     ...May 31, 2027Work you’ll do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in Operations/Finance,...  ...and assist with legacy system decommissioningCollaborative and relationship-oriented, with the ability to build trust across diverse stakeholders... 
    Senior
    Work at office
    Local area
    Visa sponsorship

    Deloitte

    San Francisco, CA
    6 days ago
  • $104.7k - $154k

     ...Francisco, CA, New York, NY.About the RoleWe are looking for a Senior Associate to help shape how DoorDash invests in its Legal...  ...hard to predict, so success in this role means building trusted relationships, bringing structure to uncertainty, and giving leadership an accurate... 
    Senior
    Hourly pay
    Work at office
    Local area
    Immediate start
    Remote work
    Flexible hours

    Doordash

    San Francisco, CA
    7 days ago
  • $124k - $280k

     ...quality outcomes. You will be responsible for managing client relationships, mentoring and coaching team members, and identifying opportunities...  ...environmentManage client relationships and serve as a trusted advisor across finance transformation initiativesSolve complex... 
    Senior
    Full time
    H1b

    PwC

    San Francisco, CA
    7 days ago
  •  ...RGP has partnered with a major technology organization in identifying a Senior M&A Finance Consultant who can lead finance workstreams across the full M&A lifecycle — from diligence through close and post‑close integration. The ideal professional is a strategic... 
    Senior

    RGP

    San Francisco, CA
    3 days ago
  •  ...True Benefit, an Amwins Group company, seeks a Broker Relationship Consultant for Employee Benefits in Northern California. The role focuses on building relationships with priority retail brokers and ADP partners to grow the assigned market; it involves educating brokers... 
    Senior

    Amwins

    San Francisco, CA
    2 days ago
  • Mission Action seeks a Full-Time Lead Tenant Rights Counselor to support low-income tenants citywide, handling intake, documentation, and outreach. The role involves preparing formal documents, conducting Know-Your-Rights workshops, and representing the agency in coalitions...
    Senior
    Full time

    Mission Action

    San Francisco, CA
    3 days ago
  •  ...Baker Tilly Advisory Group, LP in San Francisco seeks a Senior Consultant for the Corporate Finance Advisory team within our Office of the CFO practice. You’ll deliver data-informed financial analysis, dynamic reporting, and strategic guidance tailored to client goals... 
    Senior
    Work at office

    Baker Tilly Advisory Group, LP

    San Francisco, CA
    2 days ago
  •  ...Private Equity Debt Finance – Mid/Senior Associate Goodwin Procter seeks a highly qualified mid-level or senior associate to join our Debt Finance group. Specific experience to include representation of private equity sponsors and/or banks and private credit lenders... 
    Senior

    Goodwin Procter

    San Francisco, CA
    2 days ago
  •  ...Halluminate is seeking a Senior Recruiter to build a finance expert network and drive growth across the company. You will own the full funnel from sourcing to activation, work with the People Platform Lead, and collaborate with project leads to translate demand into a... 
    Senior

    Halluminates

    San Francisco, CA
    2 days ago
  • $260k - $365k

    Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a senior level Associate in the Financial Regulatory & Compliance Practice. This position can be filled in any U.S. market where the Firm maintains an office, subject to business... 
    Senior
    Full time
    Temporary work
    Work at office
    Flexible hours

    Greenberg Traurig LLP

    San Francisco, CA
    8 days ago
  • $77k - $214k

     ...our careers, now and in the future.As a Senior Associate, you'll work as part of a team...  ...situations and modify behavior to build quality relationships.Uphold the firm's code of ethics and...  ...lead the way as technology-enabled tax advisors who provide significance through... 
    Senior
    Full time
    H1b
    Local area

    PwC

    San Francisco, CA
    8 days ago
  • $110.7k - $218.3k

     ...face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy, design and implement solutions aligned with business... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    San Francisco, CA
    4 days ago
  • $85.1k - $161.7k

     ...thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and Finance Consulting practice within our Strategic Finance and FP&A solution set. We advise... 
    Senior
    Full time
    Work experience placement
    Internship
    Local area

    RSM International

    San Francisco, CA
    6 days ago
  • $86.66k - $164.3k

     ...Attraction team, to submit candidates for review via our applicant tracking system.Job Description:ResponsibilitiesJoin Baker Tilly as a Senior Consultant in our fast-growing Corporate Finance Advisory team within the Office of the CFO practice. We help clients make... 
    Senior
    Work at office
    Local area
    Worldwide

    Baker Tilly Advisory Group, LP

    San Francisco, CA
    2 days ago
  • $124k - $280k

     ...technology-enabled transformation. As a Senior Manager you will lead large projects, shape...  ...improvements, and serve as a strategic advisor through complex situations, using sound...  ...have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive... 
    Senior
    Full time
    H1b

    PwC

    San Francisco, CA
    4 days ago
  • $125k - $150k

    San Francisco, CaliforniaFinance (G&A) - Finance /US Full-time Salaried /On-siteSamba is a media intelligence company. We know what the world is watching, reading, and thinking about — in real time, at scale, across every screen. Our data exists with the consent of over...
    Senior
    Full time

    Samba TV

    San Francisco, CA
    9 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Relationship Advisor. Be the first to apply!