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Principal Wealth Strategy Advisor
2 months ago
Position Overview:
Join our esteemed team within the financial services sector, where we cater to a diverse range of wealth clients. Our organization integrates the full spectrum of wealth management solutions to serve ultra-high-net-worth individuals and family offices, as well as affluent clients.
Role Summary:
The Senior Wealth Advisor is tasked with delivering comprehensive financial and investment guidance to our affluent client segments. This role provides access to a premier investment solutions platform, enabling the delivery of both traditional and alternative investment strategies, alongside top-tier research and advisory services.
Key Responsibilities:
- Establish and nurture relationships with prospective clients to enhance bank and brokerage asset portfolios.
- Strengthen connections with current clients through effective financial planning and insightful profiling techniques.
- Respond to referrals and introductions from business partners, recommending tailored offerings based on client assessments.
- Provide informed investment advice and securities recommendations utilizing firm models and research.
- Identify and capitalize on referral opportunities to expand client portfolios.
- Collaborate with branch team members to ensure a positive client experience.
- Maintain compliance with regulatory standards and internal policies, ensuring adherence to KYC/AML norms.
- Assume leadership roles within teams, mentoring and training new members.
Qualifications:
- 5-8 years of experience in a financial advisory role.
- Proven success in a sales and service capacity within the financial services industry.
- Strong analytical, verbal, and written communication skills.
- Detail-oriented with excellent organizational abilities.
- Proficiency in Microsoft Office and familiarity with financial planning software.
- Active securities licenses (SIE, Series 7, 66 or 63 and 65) and Group 1 Insurance License are required.
Education:
Bachelor's degree or equivalent professional experience.
Job Family Group: Private Client Coverage
Job Family: Financial Planning Services
Equal Opportunity Employer:
Citi is committed to diversity and inclusion. We welcome applicants from all backgrounds and experiences.
