Senior Wealth Advisor

Citi Global Wealth is seeking a skilled Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.

The ideal candidate will have a strong analytical and financial background, with experience in a proactive, successful sales and service role in the financial services industry. You will be responsible for building relationships with new clients, deepening relationships with existing clients, and making securities recommendations and providing investment advice to clients.

Key Responsibilities:

• Build relationships with new clients and bring in new bank and brokerage assets
• 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 and 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

Qualifications and Skills:

• 5-8 years of experience serving in a financial advisory capacity
• 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

Education:

• Bachelor's/University degree or equivalent experience

Citi is an equal opportunity and affirmative action employer.