About this role
Senior Wealth Advisor at Citi. Location: San Francisco or Los Angeles. Role: providing advice, managing accounts, conducting analysis Requirements: 6+ years experience managing high-net-worth client accounts; Series 7 and 66 licenses; bachelor's degree required, master's preferred; proficient with Microsoft Word and Excel; Bloomberg is an asset; strong communication and financial analysis skills. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Word, Microsoft Excel, Bloomberg Certifications: series 7, series 66 Commitment: Full Time Workplace: Onsite Languages: English