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Citi Global Wealth is a leading provider of wealth management services, serving ultra-high-net-worth individuals and family offices. As a Senior Wealth Advisor, you will play a critical role in delivering comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.

• 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 and adhere to all Regulatory and Compliance operating procedures.

• 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, with a strong understanding of investment and financial planning strategies.
• Securities Industry Essentials - SIE, Active Series 7, 66 (or 63 and 65) licenses, and Group 1 Insurance License.
• Bachelor's/University degree or equivalent experience.

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