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UHNW Wealth Advisor Strategic Planning

Job in New York, New York County, New York, 10261, USA
Listing for: Citi
Full Time position
Listed on 2025-12-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: UHNW Wealth Advisor: Growth & Strategic Planning
Location: New York
A global financial services corporation is seeking a Senior Wealth Advisor based in New York, NY. The ideal candidate will deliver comprehensive financial and investment advice to affluent clients. Responsibilities include building client relationships, making investment recommendations, and ensuring compliance with regulations. A Bachelor's degree and relevant securities licenses are required. This position offers a competitive salary and benefits including medical coverage, 401(k), and paid time off.
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