Citi Financial Advisor Position

3 weeks ago


Los Angeles, California, United States Citi Full time

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client, and captures wealth management in the workplace through Citi Global Wealth at Work.

Job Overview

The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. As a trusted advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants, and Home Lending Officers.

Key Responsibilities:
  • Build relationships with new clients to bring in new bank and brokerage assets
  • Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through financial planning and discovery 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 through select solutions using firm models and research
  • Master referral opportunities to grow portfolio
  • Refer opportunities to segment partners where appropriate (including Small Business Partners, Home Lending Officer, etc.)
  • Acquire new clients by converting referral leads
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
  • Ensure strict adherence to KYC/AML and other compliance norms
  • Partner with branch team roles to ensure a positive in-branch experience for all clients
  • Assess risk when making business decisions, considering the firm's reputation and safeguarding Citigroup, its clients, and assets
Qualifications and Skills

To be successful in this role, you will need:

  • 5-8 years of experience serving in a financial advisory capacity
  • 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
Benefits

We offer competitive employee benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Additionally, we provide paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

In addition to salary, our offerings may also include discretionary and formulaic incentive and retention awards. Our salary range is $70,000 - $70,000 annually.



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