Senior Financial Advisor

2 weeks ago

Coral Gables, Florida, United States Citigroup Inc Full time

Citi Global Wealth unites the extensive resources of Citi to cater to a diverse range of wealth clients. This integrated division serves ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses the affluent and high-net-worth segments via Citigold and Citigold Private Client, and manages wealth solutions in the workplace through Citi Global Wealth at Work.

The Senior Wealth Advisor is responsible for delivering comprehensive 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 investments, managed account solutions, and top-tier research and advice tailored for all Wealth clients. The client remains the focal point of our operations.

In this role, you will collaborate closely with a dedicated Wealth team to address the financial requirements of our Affluent and High-Net-Worth clients. This includes working alongside a Wealth Relationship Manager and field specialists such as Financial Planners, Insurance Experts, Portfolio Consultants, and Home Lending Officers.

Key Responsibilities:

  • Establish and nurture relationships with new clients to increase bank and brokerage assets.
  • Enhance connections with existing clients in Citi Personal Wealth Management and Retail banking through effective financial planning and exceptional discovery and profiling techniques.
  • Respond to referrals and introductions from business partners, recommending optimal offerings based on client profiling and suitability evaluations.
  • Provide investment advice and make securities recommendations using a select range of solutions informed by firm models and research.
  • Capitalize on referral opportunities to expand your portfolio.
  • Refer opportunities to segment partners as appropriate, including Small Business Partners and Home Lending Officers.
  • Acquire new clients by converting referral leads.
  • Manage client follow-ups while adhering to all Regulatory and Compliance procedures.
  • Ensure strict compliance with KYC/AML and other regulatory standards.
  • Collaborate with all roles on the branch team to guarantee a positive client experience.
  • Assess risks in business decisions, ensuring the firm's reputation and safeguarding Citigroup, its clients, and assets through compliance with applicable laws and regulations.
  • Take on informal/formal leadership roles within teams, including mentoring and training new team members.

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 skills.
  • Highly organized with meticulous attention to detail.
  • Proficient in Microsoft Office (Excel, Outlook, and Word) and familiar with financial planning software.
  • Basic understanding of investment and financial planning strategies is preferred.
  • Self-motivated, problem-solving, and goal-oriented 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 position requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtaining a unique identifier before referring clients for mortgage needs.

Education:

Bachelor's degree or equivalent experience.

Job Family Group:

Private Client Coverage

Job Family:

Financial Planning Services

Time Type:

Full time

Compensation:

Competitive salary with additional benefits including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Citi is an equal opportunity and affirmative action employer, welcoming applications from all qualified individuals.

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