Current jobs related to Principal Wealth Strategy Advisor - Alameda, California - Citigroup Inc
-
Senior Wealth Advisor
2 weeks ago
Alameda, California, United States Citigroup Inc Full timeJob Title: Senior Wealth AdvisorCiti Global Wealth is a leading provider of wealth management services, serving the entire continuum of wealth clients. Our unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net-worth segments through Citigold and Citigold Private Client,...
-
Principal Embedded Software Engineer
4 weeks ago
Alameda, California, United States Abbott Laboratories Full timeAbout Abbott LaboratoriesAbbott Laboratories is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines.Our MissionWe're always looking...
-
Principal Bioinformatics Scientist
1 week ago
Alameda, California, United States Exelixis Full timeJob SummaryExelixis is seeking a highly motivated Principal Bioinformatics Scientist to join our team. As a key member of our Scientific Strategy group, you will be responsible for conducting computational analyses of clinical and multi-omics data sets to identify potential mechanisms of drug action and resistance and relationships between potential targets...
-
Principal Embedded Software Engineer
1 month ago
Alameda, California, United States Abbott Laboratories Full timeAbout Abbott LaboratoriesAbbott Laboratories is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines.Our MissionWe're always looking...
-
Principal Regulatory Affairs Specialist
1 week ago
Alameda, California, United States Abbott Laboratories Full timeAbout AbbottAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines.Job SummaryWe are seeking a highly skilled Principal Regulatory...
-
Principal Embedded Software Engineer
2 weeks ago
Alameda, California, United States Abbott Laboratories Full timeAbout Abbott LaboratoriesAbbott Laboratories is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines.Our MissionWe're always looking...
-
Regulatory Affairs Specialist
4 weeks ago
Alameda, California, United States Abbott Laboratories Full timeAbout the RoleAbbott Laboratories is seeking a highly skilled Regulatory Affairs Specialist to join our Diabetes Care Division in Alameda, CA. As a key member of our team, you will be responsible for ensuring compliance with regulatory requirements for new product introductions in the US market.Key ResponsibilitiesDevelop and implement global regulatory...
-
Embedded Software Engineer
1 month ago
Alameda, California, United States Abbott Laboratories Full timeAbout Abbott LaboratoriesAbbott Laboratories is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines.We're always looking towards the...
-
Alameda, United States Abbott Full timeThe Opportunity The Principal RA Specialist – US New Product Introduction will work on-site out of our Alameda, CA location in the Diabetes Care Division. We’re focused on helping people with diabetes manage their health with life-changing products that provide accurate data to drive better-informed decisions. We’re revolutionizing the way...
-
Delivery Manager
2 months ago
Alameda, United States Abbott Laboratories Full timeInterested in applying your wealth of technical knowledge and experience towards an opportunity in the medical field and improving the lives of people with diabetes? Â The candidate will be responsible for planning, leading, organizing and motivating teams to achieve a high level of performance and quality in delivering big data initiatives and programs....
-
Staff Data Scientist
2 months ago
Alameda, United States Abbott Laboratories Full timeInterested in applying your wealth of technical knowledge and experience towards an opportunity in the medical field and improving the lives of people with diabetes? Â The candidate will be responsible for collecting, cleaning, massaging and analysis of big data. The role will also contribute to defining and implementing Big Data Strategy for the...
-
Systems Engineer III
1 month ago
Alameda, United States Abbott Laboratories Full timeAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160 countries.Working at...
Principal Wealth Strategy Advisor
2 months ago
Citi Global Wealth integrates the extensive capabilities of Citi to cater to a diverse range of wealth clients.
This cohesive business unit provides services to ultra-high-net-worth individuals and family offices through Citi Private Bank, while also addressing the needs of affluent and high-net-worth segments via Citigold and Citigold Private Client. Additionally, it encompasses wealth management solutions in workplace settings through Citi Global Wealth at Work.
The Senior Wealth Advisor is responsible for delivering holistic financial and investment guidance to our Citigold and Citigold Private Client clientele.
Senior Wealth Advisors benefit from access to Wealth's premier investment solutions platform, enabling the provision of both traditional and alternative investment options, managed account solutions, and top-tier research and advisory services for all Wealth clients.
The client remains at the forefront of our operations.
As a Senior Wealth Advisor, you will collaborate closely with a dedicated Wealth team to fulfill the financial requirements of our Affluent and High-Net-Worth clients. This includes working alongside a Wealth Relationship Manager and specialists such as Financial Planners, Insurance Experts, Portfolio Consultants, and Home Lending Officers.
Key Responsibilities:
- Establish connections with new clients to increase bank and brokerage assets.
- Enhance relationships with current clients in Citi Personal Wealth Management and Retail banking through effective financial planning and exceptional discovery skills.
- Address referrals and introductions from business partners, recommending optimal offerings based on client profiling and suitability evaluations.
- Provide investment recommendations and advice to clients through a select range of solutions utilizing firm models and research.
- Capitalize on referral opportunities to expand the portfolio.
- Direct opportunities to segment partners as appropriate.
- Acquire new clients by converting referral leads.
- Oversee client follow-up and comply with all Regulatory and Compliance procedures.
- Ensure strict adherence to KYC/AML and other compliance standards.
- Collaborate with all roles on the branch team to guarantee a positive client experience.
- Evaluate risks in business decisions, considering the firm's reputation and safeguarding Citigroup, its clients, and assets by ensuring compliance with applicable laws and regulations.
- Assume leadership roles within teams, including mentoring and training new hires.
Qualifications and Skills:
- 5-8 years of experience in a financial advisory role.
- Proven success in a proactive sales and service capacity within the financial services sector.
- Strong analytical and financial acumen.
- Excellent verbal and written communication abilities.
- Highly organized with meticulous attention to detail.
- Proficient in Microsoft Office (Excel, Outlook, and Word) and familiarity with financial planning software is preferred.
- Basic knowledge of investment and financial planning strategies is advantageous.
- Self-motivated, solution-oriented, and a goal-driven team player capable of working independently.
- Possession of Securities Industry Essentials - SIE, Active Series 7, 66 (or 63 and 65) licenses.
- Group 1 Insurance License.
- This role requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry.
Education:
- Bachelor's degree or equivalent experience.
Job Family Group: Private Client Coverage
Job Family: Financial Planning Services
Time Type: Full Time
Salary Range: $70,000.00
Employee Benefits: Citi offers competitive benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off packages are also available.
Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
If you require reasonable accommodation to utilize our search tools or apply for a career opportunity, please review Accessibility at Citi.
