Senior Wealth Advisor SAFE Act
4 weeks ago
The Senior Wealth Advisor SAFE Act is a seasoned professional role at Citigroup Inc. This position requires a seasoned financial professional to manage high net worth clients and provide expert advice on financial planning and wealth management.
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 & research.
- Master referral opportunities to grow portfolio.
- Refer opportunities to segment partners where appropriate.
- Acquire new clients through converting referral leads.
- Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
- Ensure that KYC/AML and other compliance norms are strictly adhered to.
- Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
- Assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
- 5-8 years of 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.
- 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.
- Group 1 insurance.
- Registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry required.
- Bachelor's/University degree or equivalent experience.
Citigroup Inc. 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.
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