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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 captures wealth management opportunities in the workplace 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 segments. Senior Wealth Advisors benefit from access to a 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 at the core of our operations.

In this role, you will collaborate closely with a dedicated Wealth team to fulfill the financial objectives 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 relationships with existing clients in Citi Personal Wealth Management and Retail Banking through effective financial planning and comprehensive discovery skills.
• Respond to referrals and introductions from business partners, recommending optimal offerings based on client profiling and suitability assessments.
• Provide investment recommendations and advice to clients utilizing a select range of solutions informed by firm models and research.
• Capitalize on referral opportunities to expand the portfolio.
• Direct opportunities to segment partners when 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 within the branch team to guarantee a positive client experience.
• Evaluate risks in business decisions, ensuring the firm's reputation and safeguarding Citigroup, its clients, and assets by adhering to applicable laws, rules, and regulations.
• Assume leadership roles within teams, including mentoring and training new recruits.

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 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, including obtaining a unique identifier.

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 and benefits package, 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 applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.