About this role
Senior Portfolio Advisor at Citi. Location: Beverly Hills or San Francisco. Role: driving messaging, collaborating leadership, forming recommendations Requirements: 10+ years experience in investment strategy and multi-asset portfolio construction; strong communication, strategic thinking, and collaboration skills; US securities exams (S7 & S66; SIE prerequisite); Bachelor’s required, Master’s preferred. Category: Finance and Accounting Seniority: Senior Level Certifications: s7, s66, sie Commitment: Full Time Workplace: Hybrid Languages: English