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Senior Wealth Advisor

2 months ago

Rego Park, New York, United States Citigroup Inc Full time
Job Summary

Citigroup Inc. is seeking a highly skilled Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will play a critical role in providing comprehensive financial and investment advice to our clients.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with clients to understand their financial goals and objectives.
  • Financial Planning: Develop and implement personalized financial plans to help clients achieve their goals.
  • Investment Advice: Provide expert investment advice to clients, including recommendations on asset allocation, portfolio management, and risk assessment.
  • Business Development: Identify new business opportunities and develop strategies to grow our client base.
  • Team Collaboration: Work closely with other professionals in the financial services industry to provide a comprehensive range of services to our clients.
Requirements
  • Education: Bachelor's degree or equivalent experience in a related field.
  • Experience: 5-8 years of experience in a financial advisory capacity, with a proven track record of success in a proactive, sales-oriented role.
  • Skills: Strong analytical and financial skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
  • Licenses: Securities Industry Essentials - SIE, Active Series 7, 66 (or 63 and 65) licenses, and Group 1 Insurance License.
What We Offer
  • Competitive Compensation: A competitive salary and bonus structure.
  • Opportunities for Advancement: Opportunities for career growth and advancement within the company.
  • Professional Development: Access to training and development programs to help you advance your career.
  • Work-Life Balance: A supportive work environment that allows for a healthy work-life balance.