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Lead Wealth Management Consultant

2 months ago

Burbank, California, United States Citigroup Inc Full time

Citi Global Wealth integrates the comprehensive capabilities of Citi to cater to a diverse range of wealth clients. This consolidated 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 holistic financial and investment guidance to our Citigold and Citigold Private Client clientele. Senior Wealth Advisors leverage Wealth's premier investment solutions platform, enabling the provision of both traditional and alternative investment options, managed account solutions, and top-tier research and advisory services for all Wealth clients. The client remains the focal point of our operations.

As a Senior Wealth Advisor, 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 exceptional discovery and profiling techniques.
  • Act on referrals and introductions from business partners, recommending optimal offerings based on client profiling and suitability evaluations.
  • Provide securities recommendations and investment advice to clients utilizing a select range of solutions informed by firm models and research.
  • Capitalize on referral opportunities to expand your portfolio.
  • Refer potential opportunities to segment partners when appropriate.
  • Acquire new clients by converting referral leads.
  • Manage client follow-ups while adhering to all regulatory and compliance protocols.
  • Ensure strict compliance with KYC/AML and other regulatory standards.
  • Collaborate with all roles within the branch team to guarantee a positive client experience.
  • Assess risks in business decisions, prioritizing the firm's reputation and safeguarding Citigroup, its clients, and assets by ensuring compliance with applicable laws and regulations.
  • Assume 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 abilities.
  • Highly organized with a keen attention to detail.
  • Proficient in Microsoft Office (Excel, Outlook, and Word) and familiarity with financial planning software is preferred.
  • Basic understanding of investment and financial planning strategies is advantageous.
  • Self-motivated, solution-oriented, and a goal-driven 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 role requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry.

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 potential for discretionary and formulaic incentive and retention awards, along with comprehensive employee benefits including medical, dental, and vision coverage, 401(k), life and disability insurance, and wellness programs.

Equal Opportunity Employer:

Citi is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.