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Senior Wealth Advisor - Client & Portfolio Strategy

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Citi
Full Time position
Listed on 2025-12-07
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Senior Wealth Advisor - Client Growth & Portfolio Strategy
A leading financial services firm in Boca Raton seeks a Senior Wealth Advisor to build and deepen relationships with clients while providing tailored financial planning and investment advice. The role requires 5-8 years of experience in a sales and service function within financial services, along with strong communication and analytical skills. Candidates must hold Series 7 and 66 licenses. The company offers competitive salary and benefits, with opportunities for professional development.
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Position Requirements
10+ Years work experience
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