Senior Wealth Advisor

20 hours ago

Los Angeles, California, United States Citigroup Inc Full time

Job Summary:

Citigroup Inc. is seeking a highly skilled and experienced Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will play a critical role in providing comprehensive financial and investment advice to our affluent and high-net worth clients.

Key Responsibilities:

  • Build and maintain strong relationships with clients to understand their financial goals and objectives.
  • Develop and implement personalized financial plans to help clients achieve their goals.
  • Provide expert investment advice and guidance to clients, including recommendations on traditional and alternative investments.
  • Work closely with a dedicated team of financial professionals to deliver exceptional client service and support.
  • Stay up-to-date on industry trends and developments to ensure clients receive the best possible advice and guidance.

Requirements:

  • 5-8 years of experience in a financial advisory capacity.
  • Proven track record of success in a proactive, sales-oriented role in the financial services industry.
  • Strong analytical and financial skills, with the ability to communicate complex financial concepts to clients.
  • Excellent verbal and written communication skills, with the ability to build strong relationships with clients and colleagues.
  • Organized and detail-oriented, with the ability to manage multiple priorities and deadlines.
  • Knowledge of financial planning software and investment products, with a basic understanding of investment and financial planning strategies.

Education:

Bachelor's degree or equivalent experience in a related field.

Job Family:

Private Client Coverage

Job Family Group:

Financial Planning Services

Time Type:

Full time

Primary Location:

Los Angeles, California, United States

Primary Location Full Time Salary Range:

$70,000.00

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