Senior Wealth Relationship Advisor for HNW Clients
Citigroup Inc.San Jose, CA, United States4 hours ago
Job type
- Full-time
Job description
A major financial services firm is seeking a Wealth Relationship Mgmt. Sr. Analyst in San Jose, California. This role focuses on building relationships with affluent clients, understanding their financial needs, and delivering tailored solutions. Applicants should have strong analytical and communication skills, relevant financial planning experience, and necessary FINRA registrations. The position offers a competitive salary with comprehensive benefits.
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Senior Wealth Advisor • San Jose, CA, United States
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