Affluent Wealth Advisor & Relationship Lead - South FL
Citi
Citi in Boca Raton, FL is seeking a Wealth Relationship Manager to deepen client relationships and deliver holistic financial planning services. The role emphasizes high-touch engagement, discovery, profiling, and collaboration with product specialists to meet sophisticated client needs. Requires 5-8 years of experience, FINRA registration, and a bachelor’s degree. The position offers a full-time salary range and comprehensive Citi benefits. #J-18808-Ljbffr Citi
Vacancy posted 2 days ago
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