Senior Wealth Advisor

4 days ago

Washington DC USA, United States Citigroup Inc Full time
Job Summary

Citigroup 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.

You will have access to our leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients.

As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.

Key Responsibilities
  • Build relationships with new clients with the goal of bringing in new bank and brokerage assets
  • Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of 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
  • Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)
  • Acquire new clients through converting referral leads
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
  • Ensure strict adherence to KYC/AML and other compliance norms
  • Partner with all roles on branch team to ensure all clients have a positive in-branch experience
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
  • Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits
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
  • 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
  • Group 1 Insurance License
  • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (Registry) and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures
Education
  • Bachelor's/University degree or equivalent experience

  • Senior Wealth Management Advisor

    2 weeks ago

    Washington, DC , USA, United States M&T Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at M&T Bank. As a Senior Wealth Advisor, you will be responsible for leading a book of client relationships and coordinating activities of the relationship team to drive growth and retention of the client base.Key ResponsibilitiesDevelop and implement...

  • Senior Wealth Advisor

    2 weeks ago

    Washington, DC , USA, United States Truist Inc Full time

    Job Title: Legal Wealth Advisor IIITruist Inc is seeking a highly skilled Legal Wealth Advisor III to join our team. As a key member of our Legal Specialty Group, you will be responsible for originating and managing a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms.Key...

  • Wealth Management Advisor

    1 week ago

    Pittsburgh, PA , USA, United States JFS Wealth Advisors Full time

    Associate Wealth Advisor OpportunityWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at JFS Wealth Advisors. As a key member of our team, you will provide exceptional service to our clients, support our Wealth Advisors, and contribute to the growth and success of our firm.Key Responsibilities:Provide financial...

  • Senior Wealth Advisor

    2 weeks ago

    Washington, DC , USA, 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...

  • Wealth Management Advisor

    2 weeks ago

    Washington, DC , USA, United States Goldman Sachs Full time

    Job Title: Wealth Management AdvisorAt Goldman Sachs, we are seeking a highly skilled Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for providing personalized financial planning and investment advice to our clients.Responsibilities:Develop and implement comprehensive financial plans for clients, taking...

  • Legal Wealth Advisor III

    2 weeks ago

    Washington, DC , USA, United States Truist Inc Full time

    Job Title: Legal Wealth Advisor IIIWe are seeking a highly skilled Legal Wealth Advisor III to join our team at Truist Inc. As a Legal Wealth Advisor III, you will be responsible for managing a profitable book of clients consisting of small to mid-size law firms and attorneys, consisting of deposits, loans, and assets under management.Key...

  • Senior Wealth Advisor

    2 weeks ago

    Miami, FL , USA, 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.Key ResponsibilitiesBuild and maintain relationships with new and existing clients to identify and meet their...

  • Senior Fiduciary Wealth Manager

    1 week ago

    Washington, DC , USA, United States United Bank Inc Full time

    Job DescriptionThe Senior Fiduciary Wealth Advisor's role is to serve as the relationship manager for a diverse network of clients and focus on business development as well as manage complex fiduciary accounts and relationships. These relationships may consist of estates, trusts, investment management, custody, IRA and escrow...

  • Senior Financial Advisor

    1 week ago

    Florida , USA, United States Trajan Wealth LLC Full time

    Financial Advisor Opportunity at Trajan Wealth LLCTrajan Wealth LLC, a leading Registered Investment Advisor (RIA) firm with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), is seeking a seasoned Financial Advisor to join our team in the Orlando area.We pride ourselves on our commitment to excellence and fiduciary...

  • Senior Financial Advisor

    4 days ago

    Miami, FL , USA, United States Norman Alex Full time

    About the role: Senior Financial Advisor - Wealth Management Expert We are seeking a top-producing Senior Financial Advisor to join our team at Norman Alex. This is an exceptional opportunity for a seasoned professional to leverage their expertise in wealth management and client acquisition to drive business growth. Key Responsibilities: - Develop and...

  • Client Relationship Manager

    2 days ago

    Washington, DC , USA, United States AllianceBernstein Holding L.P. Full time

    Unlock Opportunities in Private Wealth ManagementBernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net-worth clients. As an industry leader, we prioritize people and pride ourselves on selecting and developing high-caliber talent.Role OverviewAn Associate in our Private Wealth Management...

  • Senior Wealth Strategist

    2 weeks ago

    Washington, Washington, D.C., United States M&T Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at M&T Bank. As a Senior Wealth Advisor, you will be responsible for leading a book of client relationships and coordinating activities of the relationship team to drive growth and retention of the client base.Key ResponsibilitiesClient Relationship Management:...

  • Financial Advisor Associate

    2 weeks ago

    Madison, WI , USA, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning and investment management services. Our team-based approach, utilizing the Roundtable and UniFi processes, sets us apart from the standard approach. We proudly serve...

  • Senior Trust Advisor

    2 weeks ago

    Washington, DC , USA, United States Truist Inc Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Trust Advisor to join our team at Truist Inc. As a Senior Trust Advisor, you will be responsible for providing expert fiduciary advice and solutions to high net worth clients, as well as participating in the broader client-facing wealth team to expand existing relationships and capture new...

  • Senior Wealth Advisor

    2 weeks ago

    Miami, FL , USA, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc. is seeking a 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 clients through...

  • Wealth Management Advisor

    4 days ago

    Washington, Washington, D.C., United States Goldman Sachs Full time

    About This RoleWe are seeking a highly skilled Wealth Management Advisor to join our team at Goldman Sachs. As a key member of our Consumer and Wealth Management division, you will be responsible for providing personalized wealth management plans to affluent individuals and families.Key ResponsibilitiesDevelop and implement comprehensive wealth management...

  • Senior Trust Advisor

    2 weeks ago

    Washington, DC , USA, United States Truist Inc Full time

    Job SummaryWe are seeking a highly skilled Senior Trust Advisor to join our team at Truist Inc. As a key member of our wealth management team, you will provide expert fiduciary advice and solutions to high net worth clients, expanding existing relationships and capturing new opportunities.Key ResponsibilitiesProvide thought leadership and expertise in...

  • Wealth Management Advisor

    2 weeks ago

    Tampa, FL , USA, United States AllianceBernstein Full time

    Unlock Your Potential as a Wealth AdvisorAt AllianceBernstein, we're seeking a talented Wealth Advisor to join our team. As a key member of our Private Wealth Management group, you'll have the opportunity to build a successful practice and make a meaningful impact on the lives of our clients.What You'll Do:As a Wealth Advisor, you'll be responsible for...

  • Private Wealth Associate

    2 weeks ago

    Washington, DC , USA, United States AllianceBernstein Full time

    Position OverviewBernstein Private Wealth Management is a leading investment management firm that provides personalized advice to high-net-worth and ultra-high-net-worth clients. Our team is dedicated to delivering exceptional service and building long-term relationships with our clients.Key ResponsibilitiesCollaborate with senior professionals to fuel...

  • Wealth Management Advisor

    1 week ago

    Tampa, FL , USA, United States AllianceBernstein Full time

    Unlock Your Potential as a Wealth AdvisorAt AllianceBernstein, we're seeking a talented Wealth Advisor to join our team. As a key member of our Private Wealth Management group, you'll have the opportunity to build lasting relationships with high-net-worth clients and help them achieve their financial goals.What You'll Do:Represent AllianceBernstein in the...