Senior Wealth Advisor

4 weeks ago


Burbank, California, United States Citigroup Inc Full time

Citigroup Inc. is seeking a highly skilled Wealth Management Professional to join our team. As a key member of our financial services team, 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 and adhere 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.
  • Securities Industry Essentials SIE, Active Series 7, 66 (or 63 and 65) licenses, and Group 1 Insurance License.

About Citigroup Inc.

Citigroup Inc. is a global financial services company that provides a range of financial products and services to individuals, corporations, and governments around the world. We are committed to helping our clients achieve their financial goals and improving the lives of our customers.


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