Senior Wealth Advisor

2 days ago

San Rafael, California, United States Citigroup Inc Full time
Job Summary

Citi Global Wealth 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 Responsibilities
  • Build relationships with new clients and deepen relationships with existing clients to meet their financial needs.
  • Provide financial planning and investment advice to clients through a select number of solutions using firm models and research.
  • 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.
  • 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.
  • Ensure strict adherence to KYC/AML and other compliance norms and partner with all roles on branch team to ensure all clients have a positive in-branch experience.
  • Assume an informal/formal leadership role within teams, including coaching and training new recruits.
Qualifications and Skills
  • 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.
  • Must be a self-starter, problem solver, and goal-oriented team player able to work without direction.
  • Securities Industry Essentials SIE, Active Series 7, 66 (or 63 and 65) licenses, and Group 1 Insurance License.
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

San Rafael, California, United States.

Primary Location Full Time Salary Range

$70,000.00.

In addition to salary, Citigroup Inc.'s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage, 401(k), life, accident, and disability insurance, and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit https://www.citi.com/careers/benefits.

Citi 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. Citigroup Inc. and its subsidiaries (Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review https://www.citi.com/accessibility. View the EEO is the Law poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting.

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