Senior Wealth Advisor UHNW Portfolios
Job in
Chino Hills, San Bernardino County, California, 91709, USA
Listed on 2026-01-27
Listing for:
Citigroup
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading global banking institution is seeking a Senior Wealth Advisor based in California to provide a variety of financial and investment services to an Ultra high Net Worth client base. The role requires 6-10 years of experience in wealth management and proficiency in software applications such as Microsoft Word and Excel. Candidates must possess relevant licenses and demonstrate strong financial acumen.
This position offers an opportunity to manage high-stakes investments and develop meaningful client relationships.
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Position Requirements
10+ Years
work experience
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