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Strategic Portfolio Advisor, North America

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Citi
Full Time position
Listed on 2026-03-14
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 170000 - 300000 USD Yearly USD 170000.00 300000.00 YEAR
Job Description & How to Apply Below
A leading global financial institution is seeking a Senior Portfolio Advisor for their North America team in California. This role focuses on investment strategies, client engagement, and collaboration across multiple teams. The ideal candidate has over 10 years of experience and a proven track record in investment solutions. Exceptional communication skills, adaptability, and a strategic mindset are essential. The position offers a competitive salary range from $170,000 to $300,000 depending on experience, along with comprehensive benefits.
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