Current jobs related to Senior Wealth Advisor - San Francisco, California - Citigroup Inc
-
Senior Wealth Advisor
2 weeks ago
San Francisco, California, United States Citigroup Inc Full timeJob Title: Senior Wealth AdvisorCitigroup Inc. is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our affluent and high-net worth clients.Key Responsibilities:Build relationships with new clients and deepen relationships with...
-
Senior Wealth Advisor
2 weeks ago
San Francisco, California, United States Citigroup Inc Full timeCiti Global Wealth is seeking a skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. You will have access to our leading investment solutions platform, which allows us to deliver traditional and...
-
Senior Wealth Advisor
2 weeks ago
San Francisco, California, United States Windward Recruiting Full timeSenior Wealth Advisor OpportunityThis is a unique chance to make a significant impact on clients' financial lives while advancing your career in a dynamic, entrepreneurial, and collaborative team environment.The location of this role will be in the San Francisco area of California.Key ResponsibilitiesCoordinate and drive the delivery of wealth planning...
-
Senior Wealth Business Development Advisor
2 weeks ago
San Francisco, California, United States Evolve Talent Partners Full timeJob SummaryThe Senior Wealth Business Development Advisor role is an exciting opportunity to join a growing and respected Private Client practice at a well-established and federally registered investment advisor managing individually managed accounts and mutual funds.As a member of the Private Client team, the Senior Wealth Advisor will be responsible for...
-
Senior Wealth Advisor
2 weeks ago
San Francisco, California, United States Citigroup Inc Full timeCiti Global Wealth is seeking a skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. You will have access to our leading investment solutions platform, which allows us to deliver traditional and...
-
Senior Wealth Advisor
2 days ago
San Francisco, California, United States Citi Full timeCiti Global Wealth is a leading provider of wealth management services, offering a comprehensive range of financial solutions to ultra-high-net-worth individuals and family offices. As a Senior Wealth Advisor, you will play a key role in delivering exceptional client experiences and building long-term relationships with our affluent and high-net-worth...
-
Senior Wealth Advisor
2 weeks ago
San Diego, California, United States Stealth Recruiting Services Full timeSenior Wealth Advisor OpportunityWe are seeking a highly skilled and ambitious Senior Wealth Advisor to join our multidisciplinary wealth advisory team at Stealth Recruiting Services.Key Responsibilities:Work closely with our Wealth Advisors and Managers in a team-based setting to drive client growth and satisfaction.Cultivate new client relationships and...
-
Senior Wealth Advisor
1 month ago
San Diego, California, United States Stealth Recruiting Services Full timeSenior Wealth Advisor OpportunityWe are seeking a highly skilled and ambitious Senior Wealth Advisor to join our multidisciplinary wealth advisory team at Stealth Recruiting Services.Key Responsibilities:Work closely with our Wealth Advisors and Managers in a team-based setting to drive client goals and results.Cultivate new client relationships and nurture...
-
Senior Wealth Advisor
2 weeks ago
San Diego, California, United States Stealth Recruiting Services Full timeSenior Wealth Advisor OpportunityWe are seeking a highly skilled and ambitious Senior Wealth Advisor to join our multidisciplinary wealth advisory team at Stealth Recruiting Services. This is a fantastic opportunity for a driven and detail-oriented professional to contribute to our Firm's long-term growth initiatives.Key ResponsibilitiesWork closely with our...
-
Senior Wealth Advisor
2 weeks ago
San Francisco, California, United States Citigroup Inc Full timeJob SummaryCiti Global Wealth is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...
-
Senior Wealth Advisor
1 week ago
San Rafael, California, United States Citigroup Inc Full timeCiti 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...
-
Wealth Management Advisor
2 weeks ago
San Francisco, California, United States Cerity Partners Full timeJob Title: Wealth AdvisorCerity Partners is seeking a highly skilled and motivated Wealth Advisor to join our team. As a Wealth Advisor, you will play a critical role in providing exceptional client service, managing client relationships, and delivering comprehensive financial planning solutions.Key Responsibilities:Manage a portfolio of 75-80 clients,...
-
Senior Wealth Management Advisor
7 days ago
San Jose, California, United States Beacon Pointe Advisors Full timeWe are seeking a highly skilled Associate Financial Adviser to join our team at Beacon Pointe Advisors in San Jose, CA.Key Responsibilities:Assist in client advisory, investment management, and administrative aspects of client service.Work directly with Senior Wealth Advisors and a talented team of wealth management professionals.Communicate with clients and...
-
Senior Wealth Advisor
2 weeks ago
San Rafael, California, United States Citigroup Inc Full timeJob Title: Senior Wealth AdvisorCiti Global Wealth is a leading provider of wealth management services, offering a comprehensive range of solutions to meet the financial needs of our clients.Key Responsibilities:Build and maintain relationships with new and existing clients to provide personalized financial planning and investment advice.Develop and...
-
Senior Wealth Advisor
1 week ago
San Francisco, California, United States Citigroup Inc Full timeCitigroup Inc. is seeking a highly skilled Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will play a critical role in delivering comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.The ideal candidate will have a strong background in financial planning and investment...
-
Private Wealth Advisor
4 weeks ago
San Francisco, California, United States Capital Group Full timeJob Title: Private Wealth AdvisorCapital Group is seeking a highly skilled and experienced Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will work closely with high net worth individuals and families to create customized and comprehensive wealth management plans that protect and grow their wealth across generations.Key...
-
Senior Wealth Advisor
2 weeks ago
San Diego, California, United States Stealth Recruiting Services Full timeRole OverviewWe are seeking a skilled Senior Wealth Advisor to join our team. The ideal candidate will have a strong track record of cultivating new client relationships and a passion for finance and people.Key ResponsibilitiesWork closely with our Wealth Advisors and Managers in a team-based settingContribute to our Firm's long-term growth...
-
Senior Wealth Advisor
2 weeks ago
San Rafael, California, United States Citigroup Inc Full timeJob SummaryCiti Global Wealth is seeking a Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing clients to meet...
-
Senior Wealth Management Professional
1 month ago
San Diego, California, United States Care Dynamics, LLC Full timeJob Title: Senior Wealth AdvisorWe are seeking an experienced Senior Wealth Advisor to join our team at Care Dynamics, LLC. As a Senior Wealth Advisor, you will be responsible for cultivating and maintaining high-net-worth client relationships, developing and nurturing a referral network, and providing strategic investment planning advice.About the RoleThis...
-
Private Wealth Advisor Director
1 week ago
San Francisco, California, United States Bank of Montreal Full timeJob DescriptionJob Title: Private Wealth Advisor DirectorJob Summary:We are seeking a highly skilled and experienced Private Wealth Advisor Director to join our team. The successful candidate will be responsible for providing exceptional client service, managing client relationships, and driving business growth.Key Responsibilities:Develop and execute...
Senior Wealth Advisor
2 months ago
Citigroup Inc. is seeking a highly skilled and experienced Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will play a critical role in providing comprehensive financial and investment advice to our affluent and high-net worth clients.
Key Responsibilities- Build and maintain strong relationships with new and existing clients to identify and meet their financial needs.
- Develop and implement personalized financial plans and investment strategies to help clients achieve their financial goals.
- Provide expert advice on investment products and services, including traditional and alternative investments, managed account solutions, and wealth management services.
- Collaborate with a dedicated team of financial professionals to deliver exceptional client service and support.
- Stay up-to-date on market trends and economic conditions to provide informed advice and guidance to clients.
- 5-8 years of experience in a financial advisory capacity, preferably in the wealth management industry.
- Strong analytical and financial skills, with the ability to analyze complex financial data and develop effective investment strategies.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Knowledge of financial planning software and investment products, including stocks, bonds, and mutual funds.
- Securities Industry Essentials (SIE) and Series 7, 66 (or 63 and 65) licenses, as well as a Group 1 Insurance License.
Citigroup Inc. is a global financial services company that provides a wide range of financial products and services to individuals, corporations, and governments. Our mission is to provide innovative financial solutions that help our clients achieve their financial goals and improve their lives.
