Experienced Wealth Management Advisor

2 weeks ago

Doral, Florida, United States Citi Full time
Company Overview:
Citi Global Wealth combines the extensive resources of Citi to cater to a diverse range of wealth clients. This integrated business serves ultra-high-net-worth individuals and family offices through Citi Private Bank, while also addressing the affluent and high-net-worth segments via Citigold™ and Citigold™ Private Client. Additionally, it provides wealth management solutions in the workplace through Citi Global Wealth at Work.

Position Summary:
The Senior Wealth Advisor is responsible for delivering holistic financial and investment guidance to our Citigold™ and Citigold™ Private Client clientele. Senior Wealth Advisors leverage Wealth's premier investment solutions platform, enabling them to offer both traditional and alternative investment options, managed account solutions, and top-tier research and advisory services tailored for all Wealth clients.

Key Responsibilities:
  • Establish and nurture relationships with prospective clients to increase bank and brokerage assets.
  • Enhance connections with current clients in Citi Personal Wealth Management and Retail banking through effective financial planning and adept discovery techniques.
  • Act on referrals and introductions from business partners, recommending optimal offerings based on client profiling and suitability evaluations.
  • Provide investment recommendations and advice utilizing a curated selection of solutions informed by firm models and research.
  • Maximize referral opportunities to expand the client portfolio.
  • Direct opportunities to segment partners when appropriate, including Small Business Partners and Home Lending Officers.
  • Acquire new clients by converting referral leads.
  • Oversee client follow-up while adhering to all Regulatory and Compliance protocols.
  • Ensure compliance with KYC/AML and other regulatory standards.
  • Collaborate with all roles within the branch team to guarantee a positive client experience.
  • Evaluate risks in business decisions, prioritizing the firm's reputation and safeguarding Citigroup, its clients, and assets by ensuring compliance with applicable laws and regulations.
  • Take on informal or formal leadership roles within teams, including mentoring and training new team members.

Qualifications:
  • 5-8 years of experience in a financial advisory role.
  • Proven track record in a proactive sales and service capacity within the financial services sector.
  • Strong analytical and financial acumen.
  • Excellent verbal and written communication skills.
  • Highly organized with meticulous attention to detail.
  • Proficient in Microsoft Office (Excel, Outlook, and Word) and familiar with financial planning software.
  • Basic knowledge of investment and financial planning strategies is preferred.
  • Self-motivated, solution-oriented, and a goal-driven team player capable of working independently.
  • Possession of Securities Industry Essentials - SIE, Active Series 7, 66 (or 63 and 65) licenses.
  • Group 1 Insurance License.
  • This role requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and compliance with SAFE Act regulations.

Education:
  • Bachelor's degree or equivalent experience.

Job Family Group:
Private Client Coverage

Job Family:
Financial Planning Services

Time Type:
Full time

Compensation and Benefits:
Citi offers competitive employee benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Additionally, Citi provides paid time off packages, encompassing planned time off (vacation), unplanned time off (sick leave), and paid holidays.

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