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Financial Consultant

Senior Wealth Advisory & Relationship Lead

Job in Mountain View, Santa Clara County, California, 94039, USA
Listing for: Citigroup Inc.
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A global financial institution is seeking a seasoned professional for Wealth Relationship Management in Mountain View, California. The role involves building and deepening relationships with affluent clients, providing tailored financial solutions, and ensuring compliance with regulatory standards. Candidates should have 5-8 years of experience in financial planning, strong analytical skills, and current FINRA registration. This full-time position offers a competitive salary along with comprehensive benefits.
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Position Requirements
10+ Years work experience
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