Senior Wealth Advisor
3 days ago
Job Summary:
Citigroup Inc. is seeking a highly skilled Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our clients.
About the Role:
The Financial Services Expert will work closely with a dedicated team to meet the financial needs of our clients, including ultra-high-net-worth individuals and family offices. You will have access to our leading investment solutions platform, which offers traditional and alternative investments, managed account solutions, and best-in-class research and advice.
Key Responsibilities:
- Build relationships with new clients and 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 and refer opportunities to segment partners where appropriate.
- Acquire new clients through converting referral leads and manage client follow-up.
- Ensure strict adherence to KYC/AML and other compliance norms and partner with all roles on branch team to ensure all clients have a positive in-branch experience.
- Assume an informal/formal leadership role within teams, including coaching and training new recruits.
Qualifications and Skills:
- 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, and 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, and Group 1 Insurance License.
Education:
Bachelor's/University degree or equivalent experience.
Job Family Group: Private Client Coverage
Job Family: Financial Planning Services
Time Type: Full time
Primary Location: United States
Primary Location Full Time Salary Range: $70,000.00
-
Senior Wealth Advisor
2 months ago
Miami, United States Radium search Full timeJob Title: Senior Wealth AdvisorLocation: Miami, FLAbout the company: Our client pride themselves on providing bespoke financial solutions to their esteemed clientele. Their team of dedicated professionals is committed to delivering exceptional service and personalized wealth management strategies. They are seeking a highly experienced and motivated Senior...
-
Senior Wealth Advisor
2 months ago
Miami, United States Radium search Full timeJob Title: Senior Wealth AdvisorLocation: Miami, FLAbout the company: Our client pride themselves on providing bespoke financial solutions to their esteemed clientele. Their team of dedicated professionals is committed to delivering exceptional service and personalized wealth management strategies. They are seeking a highly experienced and motivated Senior...
-
Senior Wealth Advisor
4 days ago
North Miami Beach, Florida, United States Citigroup Inc Full timeAbout the RoleCitigroup Inc. is seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our clients, utilizing your expertise in financial planning and wealth management.Key ResponsibilitiesBuild and maintain...
-
Lead Wealth Management Advisor
2 weeks ago
Miami, United States Citigroup Inc Full timeCiti Global Wealth unites the extensive resources of Citi to cater to a diverse range of wealth clients. This integrated division serves ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses the affluent and high-net-worth segments via Citigold and Citigold Private Client, and engages in workplace wealth management through...
-
Wealth Management Processor
4 weeks ago
Miami, United States Guerra Wealth Advisors Full timeIf you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name! The Wealth Management Processor is the liaison between clients and the advisor, providing excellent individualized client service and developing long-term relationships with clients. This position offers a competitive salary (+bonuses) with...
-
Senior Wealth Advisor
3 days ago
North Miami Beach, Florida, United States Citigroup Inc Full timeJob Summary:Citigroup Inc. is seeking a highly skilled Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our clients.Key Responsibilities:Build relationships with new clients and deepen relationships with existing clients through financial...
-
Miami, Florida, United States Eliteprofitpath Full timeAn exceptionally accomplished and fervent Director of Private Banking and Wealth Management, boasting 20+ years of demonstrated success in new business development, increasing competitive market share, and leading business management.Location: Miami, FLWilling to Relocate: NoWants: Seeking a W2 salary role, ideally within a Private Bank or Wealth Management...
-
Miami, United States Eliteprofitpath Full timeAn exceptionally accomplished and fervent Director of Private Banking and Wealth Management, boasting 20+ years of demonstrated success in new business development, increasing competitive market share, and leading business management. Location: Miami, FL Willing to Relocate: No Wants: Seeking a W2 salary role, ideally within a Private Bank or Wealth...
-
Wealth Management Tax Advisor
1 week ago
Miami, United States AmLaw 100 International Law Firm Full timeExciting Opportunity for a Tax Advisor in Wealth ManagementAn esteemed AmLaw 100 international law firm is seeking a Tax Advisor with 2 to 7 years of experience (J.D. years 2017 to 2022) to join their distinguished private wealth management (estate planning) division. This team provides expert guidance to affluent individuals, family offices, and similar...
-
Financial Advisor
1 week ago
Miami, United States Guerra Wealth Advisors Full timeAs a boutique firm, we offer the personalized attention of a smaller company while being backed by the resources and stability of a large institution. Our commitment to your professional development sets us apart, as we actively sponsor certifications and foster a culture of continuous learning, empowering you to elevate your financial planning expertise to...
-
Wealth Advisor III
3 months ago
Miami, United States Truist Financial Full timeThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...
-
Wealth Management Advisor
2 weeks ago
Miami, United States First Horizon Full timeLocation: On site at location listed in job posting. Overview As a Wealth Management Advisor, you will play a pivotal role in cultivating client relationships and establishing partnerships with referral sources both within and outside the financial institution. Your expertise will be supported by the firm, enabling you to provide insightful guidance to...
-
Miami, Florida, United States Goldman Sachs Full timeOUR IMPACTAre you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking...
-
Senior Relationship Manager
7 days ago
Miami, United States Deutsche Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Relationship Manager to join our Wealth Management team at Deutsche Bank. As a Senior Relationship Manager, you will be responsible for developing and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key...
-
Trust and Estate Wealth Advisor
2 weeks ago
Miami, Florida, United States Citigroup Full timePosition Title: Wealth Planner at Citi TrustThe Wealth Planner at Citi Trust collaborates closely with Private Bankers and other members of the Citi Private Bank team worldwide to enhance revenue by recognizing and securing trust, estate, and insurance opportunities with clients and potential clients.Key Responsibilities:Crafting tailored wealth strategies...
-
Prospect Appointment Setter
2 weeks ago
Miami, United States Guerra Wealth Advisors Full timeIf you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name!The Prospect Appointment Setter is the gatekeeper between prospects and their future financial freedom. With a sales-driven mentality and an uncapped commission structure (+salary) you will play a pivotal role in filling up the financial...
-
Prospect Appointment Setter
1 week ago
Miami, United States Guerra Wealth Advisors Full timeIf you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name!The Prospect Appointment Setter is the gatekeeper between prospects and their future financial freedom. With a sales-driven mentality and an uncapped commission structure (+salary) you will play a pivotal role in filling up the financial...
-
Wealth Management Associate
4 hours ago
Miami, United States Goldman Sachs Full timeAbout This RoleWe are seeking a highly motivated and detail-oriented Wealth Management Professional to join our team at Goldman Sachs. As a key member of our Private Wealth Management business, you will provide exceptional client service and support to our clients and sales teams.ResponsibilitiesSupport the implementation of new client accounts, trade...
-
Senior Fiduciary Relationship Advisor
2 weeks ago
Miami, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Senior Relationship Manager
3 days ago
Miami, United States Deutsche Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Relationship Manager to join our Wealth Management team at Deutsche Bank. As a Senior Relationship Manager, you will be responsible for developing and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key...