Senior Wealth Advisor, Citi

Citi

Location:
United States, Miami

Category:
Finance

Contract Type:
Employment contract

Salary:

70000.00 USD / Year

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Job Description:

The Senior Wealth Advisor SAFE Act is a seasoned professional role focused on financial planning, client acquisition, and investment advising. This position requires strong analytical skills, compliance expertise, and proactive client relationship management.

Job Responsibility:

build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
make securities recommendations and provide investment advice to clients using firm models and research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate
acquire new clients through converting referral leads
manage client follow-up and adhere to all Regulatory and Compliance operating procedures
ensure that KYC/AML and other compliance norms are strictly adhered to
partner with all roles on branch team to ensure all clients have a positive in-branch experience
appropriately assess risk when business decisions are made, safeguarding Citigroup, its clients and assets

Requirements:

5-8 years of experience
experience in a proactive, successful sales and service role in the financial services industry
strong analytical and financial skills
strong verbal and written communication skills
organized with strong attention to detail
knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
basic understanding of investment and financial planning strategies preferred
must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
Group 1 insurance
ability to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier before referring interested clients to Citibank for their mortgage needs

Nice to have:

knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software
basic understanding of investment and financial planning strategies

What we offer:

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
planned time off (vacation)
unplanned time off (sick leave)
paid holidays
opportunity for discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
June 14, 2025

Expiration:
June 20, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Wealth Advisor