Senior Wealth Advisor SAFE Act

4 weeks ago

White Plains, New York, United States Citigroup Inc Full time
Job Summary

Citi Global Wealth is seeking a highly skilled and experienced 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 through 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 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.
  • 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.
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.
  • 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

Greenburgh New York United States.

Primary Location Full Time Salary Range

$70,000.00.

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.

Citi Offers

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 Available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date

Aug 02, 2024.

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.

  • Private Client Financial Advisor

    1 month ago

    White Plains, New York, United States Citizens Financial Group, Inc. Full time

    Job SummaryCitizens Financial Group, Inc. is seeking a highly skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing personalized financial planning and investment advice to high-net-worth individuals and families.Key ResponsibilitiesDevelop and implement comprehensive...

  • Private Client Financial Advisor

    4 weeks ago

    White Plains, New York, United States Citizens Financial Group, Inc. Full time

    Job Description:Citizens Financial Group, Inc. is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management team, you will be responsible for providing tailored financial advice and solutions to our affluent clients.Key Responsibilities:Identify client objectives and goals, and monitor progress throughout...

  • Senior Radiologic Technologist Leader

    1 month ago

    White Plains, New York, United States i4 Search Group Full time

    Senior Radiologic Technologist OpportunityWe are seeking a highly motivated and experienced Senior Radiologic Technologist to join our team in a leadership role. In this position, you will play a vital role in ensuring the quality and efficiency of our diagnostic imaging services.Key Responsibilities:Perform a wide range of diagnostic and specialized...

  • Mobile Roadside Response Coordinator

    4 weeks ago

    White Plains, New York, United States Tesla Full time

    Job SummaryTesla is seeking a highly skilled Mobile Roadside Response Coordinator to optimize roadside response, reducing tows to Service for on-site resolutions and ensuring a seamless Tesla customer experience.This role requires a motivated individual adept at managing customer interactions in fast-paced environments with precision and speed.As a key...

  • Mobile Service Operations Manager

    6 days ago

    White Plains, New York, United States Tesla Full time

    Job DescriptionTesla is seeking a highly motivated Mobile Service Roadside Router to optimize roadside response and ensure a seamless customer experience. As a key member of our Mobile Service Advisor team, you will strategically position technicians and streamline workloads, acting as a crucial link between the Roadside Support Team and the Mobile Service...

  • Senior Manager, Finance SPOC

    4 weeks ago

    White Plains, New York, United States Danone Full time

    About the RoleWe are seeking a highly skilled Senior Manager, Finance to join our Supply Chain Finance team in Danone North America. This role will play a key part in driving financial results for our Yogurt Business Unit.Key ResponsibilitiesAct as the Single Point of Contact for Ops Finance, delivering Value Chain components of RF's at the business unit...

  • Senior Civil/Structural Engineer I

    4 weeks ago

    White Plains, New York, United States New York Power Authority Full time

    Job SummaryThe New York Power Authority is seeking a highly skilled Senior Civil/Structural Engineer to join our team. As a key member of our engineering department, you will be responsible for providing technical expertise to support operations, maintenance, and capital improvements at our plants and facilities.Key ResponsibilitiesDevelop and review...

  • Licensed Optical Supervisor

    1 month ago

    White Plains, New York, United States Warby Parker Full time

    Job Overview:Warby Parker is seeking a highly skilled Licensed Optical Supervisor to lead our team of in-house optical professionals. As a key-holder to the store, you will be responsible for opening and closing up shop, maintaining internal operations, and fostering a productive work environment for the opticians and retail advisors.Key Responsibilities:•...

  • Senior CT Technologist

    3 weeks ago

    White Plains, New York, United States Talent4Health Full time

    Seeking a Skilled CT TechnologistTalent4Health is a leader in healthcare talent solutions, and we're currently seeking a skilled CT Technologist to join our team. As a CT Technologist, you will be responsible for operating computed tomography scanners to produce high-quality images for diagnostic purposes.Key Responsibilities:Operate computed tomography...

  • LPN Supervisor

    1 month ago

    White Plains, New York, United States Bristal Assisted Living Full time

    Job Title: LPN SupervisorWe are seeking a compassionate and dedicated LPN Supervisor to oversee, mentor and nurture a team of nurses, HHA's, resident care aides and medication technicians in the busy Wellness/Resident Services Center of our luxury assisted living community.Key Responsibilities:Provide caring and attentive help to residents in managing their...

  • Financial Planning Director

    4 weeks ago

    White Plains, New York, United States Atlas Air Full time

    Job SummaryAs a seasoned financial professional, you will lead the reporting and analysis of financial statements, business units' expense, revenue, and headcount. You will be responsible for financial analysis to support strategic initiatives, including cost-benefit, capex, and business cases. You will also monitor accounts receivable, accounts payable,...

  • Licensed Practical Nurse

    4 weeks ago

    Morris Plains, New Jersey, United States Sunrise Senior Living Full time

    About the Role:As a Licensed Practical Nurse - Medication Care Manager at Sunrise Senior Living, you will play a vital role in providing the highest degree of quality care and services to our residents. Your primary responsibility will be to administer medications and treatments in a safe and organized manner, ensuring the well-being and comfort of our...

  • LPN Medication Care Manager

    4 weeks ago

    Morris Plains, New Jersey, United States Sunrise Senior Living Full time

    Job Summary:Sunrise Senior Living is seeking a highly skilled LPN Medication Care Manager to join our team. As a key member of our care team, you will be responsible for administering medications and treatments in a safe and organized manner.Responsibilities:Administer medications to residents in accordance with their individualized care plansDocument...

  • Nurse Case Manager

    4 weeks ago

    White Plains, New York, United States Westchester Jewish Community Services Full time

    Job Summary:We are seeking a part-time Registered Nurse (RN) or Licensed Practical Nurse (LPN) to join our team at Westchester Jewish Community Services. This position offers 21 hours per week with flexible scheduling and a competitive compensation range of $37,000-$40,000 per year.Key Responsibilities:As a valued member of our team, your responsibilities...

  • Senior Transportation Coordinator

    4 weeks ago

    White Plains, New York, United States Bristal Assisted Living Full time

    Job SummaryThe Bristal Assisted Living is seeking a responsible and experienced Driver to transport our assisted living residents and recreation activity team members to scheduled events, field trips, and activities in a safe and courteous manner.This is a key position where a kind and attentive demeanor with our residents contributes greatly toward...

  • Part-time RN or LPN

    4 weeks ago

    White Plains, New York, United States Westchester Jewish Community Services Full time

    Job Summary:We are seeking a part-time Registered Nurse (RN) or Licensed Practical Nurse (LPN) to join our NNORC program. This position offers 21 hours per week with flexible scheduling and a competitive compensation range of $37,000-$40,000 per year.Key Responsibilities:Providing expert health case management services to identify and support high-risk...

  • E-Learning Developer

    3 weeks ago

    White Plains, New York, United States Madison Approach Full time

    Job DescriptionThis is a 12-month assignment working full-time, hybrid schedule (min 3 days on site) in a collaborative environment. The role will support staff to manage the design and development of e-learning trainings requested by various business units.Key ResponsibilitiesAct as a bridge between business and IT, working cross-functionally to ensure...

  • Nurse Case Manager

    4 weeks ago

    White Plains, New York, United States Westchester Jewish Community Services Full time

    Job Summary:We are seeking a part-time Registered Nurse (RN) or Licensed Practical Nurse (LPN) to join our NNORC program. This position offers 21 hours per week with flexible scheduling and a competitive compensation range of $37,000-$40,000 per year.Key Responsibilities:Providing expert health case management services to identify and support high-risk...

  • Home Health Care Provider

    4 weeks ago

    White Plains, New York, United States COMMUNITY CARE HOME HEALTH Full time

    Job Summary:Community Care Home Health is seeking a skilled and compassionate Home Health Aide to provide personal care and support to patients in their homes. As a Home Health Aide, you will work under the direct supervision of a licensed RN to assist patients with daily living activities, such as bathing, grooming, and toileting. You will also promote a...

  • Home Health Aide

    4 weeks ago

    White Plains, New York, United States Always Compassionate Home Care Full time

    Job SummaryWe are seeking a compassionate and responsible Home Health Aide to provide care and support to our elderly clients. As a Home Health Aide, you will work closely with our clients to assist with daily living activities, maintain a safe and healthy environment, and provide emotional support.Key ResponsibilitiesAssist clients with personal care, such...