Job Summary

• The Wealth Advisor serves as the primary advisor for High Net Worth professionals including lawyers, accountants, and asset managers.
• This senior-level role is responsible for deepening existing client relationships while driving the delivery of comprehensive wealth management solutions.
• Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Salary

Base: $158,400.00 - $237,600.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off

Skills & Requirements

Key Requirements

• Bachelor's degree required
• FINRA Series SIE, S7, S31 & S66 (or S63 & S65)
• 8+ years of experience in wealth management or private banking

Work Rights