Wealth Solutions Advisor SAFE Act, Citi

Citi

Location:
United States, O'Fallon ▼
Jacksonville

Category:
Finance

Contract Type:
Employment contract

Salary:

78990.00 - 110210.00 USD / Year

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Job Description:

The Wealth Solutions Advisor SAFE Act position is a developing professional role responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering, providing exceptional service, making investment/banking referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal distribution of both inbound and outbound calls.

Job Responsibility:

Identify, build, and deepen relationships with clients through both proactive outbound and inbound contacts
Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions
Respond to referrals and introductions generated through business partners and digital sources
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools
With the support of product specialists, intuitively recognize and understand a client's banking, credit, life insurance, and investment needs
Assist clients as needed with investment related tasks including account modifications, options applications/agreements, guidance on utilizing online resources
Qualify banking referrals and marketing enrollments for digital accounts
Assist with onboarding and account opening for new clients
Confidently articulate the value proposition for Citigold and Citi Private Client and digital programs
Provide exceptional support and issue resolution for digital and dedicated advice clients
Proactively source, acquire and expand customer relationships by maximizing sales and service opportunities
Make securities recommendations and provide investment advice to clients
Refer opportunities to segment partners where appropriate
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
Appropriately assess risk when business decisions are made

Requirements:

2-5 years of industry 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
Takes ownership of effort, performance, and making a positive team impact
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 (required)
Group 1 insurance
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry
Bachelor's/University degree or equivalent experience

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
Paid time off packages including vacation, sick leave, and paid holidays
Discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
October 06, 2025

Expiration:
October 08, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Wealth Solutions Advisor SAFE Act