Senior Wealth Advisor SAFE Act

23 hours ago


Arlington Heights, Illinois, United States Citigroup Inc Full time
Job Summary

The Senior Wealth Advisor SAFE Act is a seasoned professional role that requires in-depth knowledge and expertise in financial planning and wealth management. As a key member of the Citigroup team, you will be responsible for building and maintaining relationships with high net worth clients, providing personalized financial planning and investment advice, and developing and implementing comprehensive wealth management strategies.

Key Responsibilities
  • Build and maintain relationships with high net worth clients to understand their financial goals and objectives.
  • Provide personalized financial planning and investment advice to clients, taking into account their individual circumstances and risk tolerance.
  • Develop and implement comprehensive wealth management strategies for clients, including investment, tax, and estate planning.
  • Collaborate with other Citigroup teams, such as mortgage and insurance, to provide clients with a comprehensive range of financial services.
  • Stay up-to-date with market trends and regulatory changes to ensure that clients' financial plans are aligned with their goals and objectives.
Requirements
  • 5-8 years of experience in a financial planning or wealth management role.
  • Strong analytical and financial skills, with the ability to analyze complex financial data and develop effective solutions.
  • Excellent communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues.
  • Knowledge of financial planning software and tools, such as Microsoft Excel and financial planning software.
  • Active Series 7, 66 (or 63 and 65) licenses, and Group 1 insurance.
  • Ability to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS) and obtain a unique identifier from the NMLS.
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

Arlington Heights, Illinois, United States



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