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Wealth Management Professional

1 month ago


Los Angeles, California, United States Citi Full time

Citi Global Wealth is a unified business that serves the entire continuum of wealth clients, bringing together the full power of Citi to meet their financial needs. Our team offers comprehensive financial and investment advice to affluent and high-net worth individuals, partnering closely with a dedicated Wealth team to deliver traditional and alternative investments, managed account solutions, best-in-class research, and expert guidance.

As a Senior Wealth Advisor at Citi, you will play a key role in building relationships with new clients, deepening relationships with existing ones, and making securities recommendations to help them achieve their financial goals. You will have access to our leading investment solutions platform, which enables us to deliver a wide range of products and services tailored to our clients' unique needs.

The ideal candidate will possess 5-8 years of experience serving in a financial advisory capacity, with a proven track record of success in sales and service roles within the financial services industry. They will be highly analytical, with strong verbal and written communication skills, and the ability to work independently with minimal direction.

We are looking for a self-starter who is passionate about delivering exceptional client experiences and has a deep understanding of financial planning strategies. If you are a motivated and goal-oriented professional who is eager to join a dynamic team and make a meaningful impact, we encourage you to apply.

Key Responsibilities:

  • Build relationships with new clients to bring in new bank and brokerage assets
  • Deepen relationships with existing clients through 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 through a select number of solutions using firm models and research
  • Master referral opportunities to grow portfolio
  • Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)

Requirements:

  • 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
  • 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 License

Benefits:

  • Competitive salary: $70,000 per year
  • Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
  • Medical, dental & vision coverage
  • 401(k)
  • Life, accident, and disability insurance
  • Wellness programs

About Citi:

Citi is an equal opportunity and affirmative action employer. We are committed to diversity, equity, and inclusion in all aspects of our business, including hiring and employment practices. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.