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Senior Wealth Advisor

1 month ago

Stamford, Connecticut, United States Citigroup Inc Full time
Job Summary

Citigroup Inc. is seeking a highly skilled Senior Wealth Advisor 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.

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 and research.
  • Master referral opportunities to grow portfolio and refer opportunities to segment partners where appropriate.
  • Acquire new clients through converting referral leads and manage client follow-up while adhering to all Regulatory and Compliance operating procedures.
  • Ensure strict adherence to KYC/AML and other compliance norms and partner with all roles on branch team to ensure all clients have a positive in-branch experience.
  • Assume an informal/formal leadership role within teams, including coaching and training new recruits.
Requirements:
  • 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, and 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.
  • Must be a 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 License.
  • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (Registry) and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs.
Education:
  • Bachelor's/University degree or equivalent experience.
Job Family Group:

Private Client Coverage

Job Family:

Financial Planning Services

Time Type:

Full-time

Primary Location:

Stamford, CT, USA

Primary Location Salary Range:

$70,000.00 - $70,000.00

Citigroup Inc. and its subsidiaries (Citi) invite all qualified interested applicants to apply for career opportunities. 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.