Senior Wealth Advisor: Private Client Growth & Planning
Citi
Citi in Boca Raton, FL, seeks a Senior Wealth Advisor to expand bank and brokerage assets through deep client relationships and expert financial planning. You will conduct discovery, profile clients, and deliver tailored investment recommendations using firm research and models. The role requires analytical thinking, strong communication, and adherence to regulatory standards, including KYC/AML and mortgage-originator registration where applicable. Full-time with comprehensive benefits. #J-18808-Ljbffr Citi
Vacancy posted 2 days ago
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