Financial Services Consultant

7 days ago


Doral, Florida, United States Citi Full time
Job Summary

Citi Global Wealth is seeking a highly skilled and experienced 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 affluent and high-net worth clients.

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.
  • 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.
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.
  • 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 a 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.
Education

Bachelor's/University degree or equivalent experience.

Job Family

Private Client Coverage

Job Family Group

Financial Planning Services

Time Type

Full time



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