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- Basic understanding of investment and financial planning strategies
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Senior Wealth Advisor - Stamford, United States - Citigroup Inc
Description
Positions in the TRI-State Area: NY/CT/NJ Market
Citi Global Wealth combines the strength of Citi to assist a wide range of wealth clients. The business serves ultra-high-net-worth individuals and family offices through Citi Private Bank, caters to affluent and high-net worth segments via Citigold and Citigold Private Client, and provides wealth management for the workplace through Citi Global Wealth at Work.
The Senior Wealth Advisor will provide comprehensive financial and investment advice to Citigold and Citigold Private Client segments. They have access to Wealth's top investment solutions platform, offering traditional and alternative investments, managed account solutions, high-quality research, and advice for all Wealth clients.
The client is the core of our operations. As a Senior Wealth Advisor, you will collaborate closely with a dedicated Wealth team to address the financial requirements of our Affluent and High-Net Worth clients, alongside a Wealth Relationship Manager and experts like Financial Planners, Insurance Specialists, Portfolio Consultants, and Home Lending Officers.
Job Responsibilities:
Qualifications and Skills:
Education:
Bachelor's/University degree or equivalent experience
Job Family Group:
Private Client Coverage
Job Family:
Financial Planning Services
Primary Location:
Stamford Connecticut, United States
Salary Range:
$70,000.00
Citigroup Inc. is an equal opportunity employer and invites qualified applicants to explore career opportunities without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
