Upvote
Downvote
Senior Wealth Advisor - Brentwood / Pacific Palisades
Share Job
- Suggest Revision
$70,000
- 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, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients.
- The client is at the center of everything we do.
- 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.
Active Job
Updated TodaySimilar Job
Relevance
Active