Senior Wealth Advisor

3 days ago

New York, New York, United States Citigroup Inc Full time
Job Title: Senior Wealth Advisor - SAFE Act

Citigroup Inc. is seeking a highly skilled Senior Wealth Advisor to join our team in New York. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.

Key Responsibilities:
  • Build relationships with new clients and deepen relationships with existing clients to bring in new bank and brokerage assets.
  • 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 and adhere to all Regulatory and Compliance operating procedures.
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, 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.
  • Securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses, and Group 1 Insurance License.
What We Offer:
  • Competitive salary range: $70,000.00 - $70,000.00.
  • Discretionary and formulaic incentive and retention awards.
  • Medical, dental & vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.
  • Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
About Citigroup Inc.:

Citigroup Inc. is an equal opportunity and affirmative action employer. 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.

  • Senior Wealth Advisor

    3 days ago

    New York, New York, United States Harrison Gray Search & Consulting Full time

    Unlock Your Potential as a Senior Wealth AdvisorHarrison Gray Search & Consulting is seeking a skilled and ambitious Senior Wealth Advisor to join our team. As a pioneering member of our advisor team, you will have the opportunity to make a significant impact on the company and shape the future of wealth management.About the Role:We are looking for a highly...

  • Senior Wealth Advisor

    2 weeks ago

    New York, New York, United States Citigroup Inc Full time

    Job SummaryCiti Global Wealth is seeking a highly skilled 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 Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...

  • Senior Financial Advisor

    1 day ago

    New York, New York, United States Altfest Personal Wealth Management Full time

    Job Title: Senior Financial AdvisorAltfest Personal Wealth Management, a leading independent Wealth Management firm based in NYC, is seeking a Senior Financial Advisor to formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies.We prioritize...

  • Senior Wealth Management Advisor

    4 weeks ago

    New York, New York, United States M&T Bank Full time

    Job SummaryAs a Senior Client Advisor at M&T Bank, you will work closely with the President of Family Wealth, Eastern Region to deliver exceptional service to our ultra-high net worth clientele. Your primary responsibility will be to manage our most complex and largest client relationships, ensuring their unique needs are met with precision and care.Key...

  • Senior Wealth Advisor

    2 weeks ago

    New York, New York, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc is seeking a highly skilled 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 affluent and high-net worth clients. You will work closely with a dedicated team of professionals to meet the financial needs of our clients,...

  • Senior Wealth Advisor

    2 days ago

    New York, New York, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc. is seeking a highly skilled 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 Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...

  • Senior Wealth Advisor

    6 days ago

    New York, New York, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc. is seeking a highly skilled 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 Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...

  • Senior Wealth Advisor SAFE Act

    2 days ago

    New York, New York, United States Citigroup Inc Full time

    Job SummaryCiti Global Wealth is seeking a highly skilled 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 Citigold and Citigold Private Client segments.Key ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...

  • Wealth Management Advisor

    2 weeks ago

    New York, New York, United States Truist Financial Full time

    Job Title: Wealth Management AdvisorAt Truist Financial, we're seeking a highly skilled Wealth Management Advisor to join our team. As a key member of our wealth management team, you will be responsible for developing and deepening relationships with high net worth and ultra-high net worth clients.Key Responsibilities:Meet revenue growth, profitability, and...

  • Wealth Management Advisor

    1 week ago

    New York, New York, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesDevelop and implement...

  • Associate Wealth Advisor

    3 days ago

    New York, New York, United States The Colony Group Full time

    Unlock Your Potential as an Associate Wealth AdvisorAt The Colony Group, we're on a mission to empower individuals to achieve their financial goals. As an Associate Wealth Advisor, you'll play a vital role in helping our clients navigate the complexities of wealth management.Key Responsibilities:Develop and implement comprehensive financial plans tailored to...

  • Senior Wealth Management Professional

    2 days ago

    New York, New York, United States Harrison Gray Search & Consulting Full time

    Job DescriptionHarrison Gray Search & Consulting is partnering with a tech-focused wealth management firm seeking a Senior Wealth Advisor.About the Firm:Transforms advisors into fintech entrepreneurs.Emphasizes automation and efficiency to enhance client interactions.Grows by acquiring and enhancing traditional wealth management firms.Founded by seasoned...

  • Senior Client Advisor

    1 month ago

    New York, New York, United States M&T Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Client Advisor to join our team at M&T Bank. As a key member of our Wealth Management group, you will be responsible for managing complex relationships with ultra-high net worth (UHNW) clients, providing customized wealth planning solutions, and driving business growth.Key...

  • Senior Client Advisor

    3 weeks ago

    New York, New York, United States Wilmington Trust Full time

    Job Summary: As a Senior Client Advisor at Wilmington Trust, you will serve as the primary point of contact for ultra-high net worth (UHNW) clients, responsible for managing complex relationships and providing tailored wealth planning solutions. Your expertise in planning, investments, banking, and fiduciary services will enable you to develop and execute...

  • Wealth Management Professional

    3 days ago

    New York, New York, United States Chilton Trust Full time

    Senior Wealth Advisor OpportunityChilton Trust is seeking a seasoned Senior Wealth Advisor to join our team of experienced professionals. As a key member of our firm, you will be responsible for delivering exceptional client service, building strong relationships, and driving business growth.Key Responsibilities:Provide personalized wealth management advice...

  • Senior Wealth Management Professional

    3 weeks ago

    New York, New York, United States UCare Staffing, LLC Full time

    Job OpportunityWe are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Fintech Wealth Management Registered Investment Advisory (RIA) firm.Key Responsibilities:Provide comprehensive wealth management services to high net worth individuals and families.Develop and implement customized investment management...

  • Private Wealth Management Advisor

    2 days ago

    New York, New York, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to helping our customers and businesses make better and smarter financial decisions. As a Private Wealth Advisor, you'll play a key role in enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A...

  • Wealth Management Advisor

    1 day ago

    New York, New York, United States Truist Inc Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Truist Inc. As a key member of our wealth management team, you will be responsible for developing and deepening relationships with high net worth and ultra-high net worth clients, providing them with tailored financial solutions and advice to meet their...

  • PWM Private Wealth Management Advisor

    3 weeks ago

    New York, New York, United States U.S. Bank Full time

    About the RoleAs a Private Wealth Advisor at U.S. Bank, you will play a critical role in helping high net worth clients achieve their financial objectives. You will work closely with clients to understand their unique needs and develop tailored solutions to meet their goals.Key ResponsibilitiesIdentify and acquire new client relationships through prospecting...

  • Financial Planning Associate

    4 weeks ago

    New York, New York, United States Lead Advisor Full time

    Associate Financial Advisor RoleAt Lead Advisor, LLC, we are seeking a highly skilled and detail-oriented Associate Financial Advisor to join our team. As a key member of our wealth management consulting and search firm, you will work closely with our practice owner to deliver exceptional client experiences.Key Responsibilities:Take accurate notes during...