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Senior Financial Advisory Specialist

2 months ago

Alameda, California, United States Citigroup Inc Full time

Citi Global Wealth integrates the extensive capabilities of Citi to cater to a diverse range of wealth clients.

This cohesive division serves ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses affluent and high-net-worth segments via Citigold and Citigold Private Client, and encompasses workplace wealth management 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 Wealth's premier investment solutions platform, enabling the provision of both traditional and alternative investments, managed account solutions, and top-tier research and advice for all Wealth clients.

The client remains at the forefront of our operations.

In the role of Senior Wealth Advisor, you will collaborate closely with a dedicated Wealth team to fulfill the financial requirements 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 enhance bank and brokerage assets.
  • Strengthen connections with existing clients in Citi Personal Wealth Management and Retail banking through effective financial planning and exceptional discovery and profiling techniques.
  • Address referrals and introductions from business partners, recommending optimal offerings based on client profiling and suitability evaluations.
  • Provide investment advice and make securities recommendations 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.
  • Attract new clients by converting referral leads.
  • Oversee client follow-up and comply with all Regulatory and Compliance operating procedures.
  • Ensure strict adherence to KYC/AML and other compliance standards.
  • Collaborate with all roles on the branch team to guarantee a positive in-branch experience for all clients.
  • Evaluate risk in business decisions, prioritizing the firm's reputation and safeguarding Citigroup, its clients, and assets by ensuring compliance with applicable laws, rules, and regulations, adhering to policy, and applying sound ethical judgment in personal behavior and business practices.
  • Regularly take on informal or formal 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 track record in a proactive, successful sales and service position within the financial services sector.
  • Strong analytical and financial acumen.
  • Excellent verbal and written communication skills.
  • Highly organized with a keen 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 and obtaining a unique identifier from the Registry.
Education:
  • Bachelor's/University degree or equivalent experience.
Job Family Group:

Private Client Coverage

Job Family:

Financial Planning Services

Time Type:

Full-time

Salary Range:

$70,000.00

In addition to salary, Citi's offerings may also include discretionary and formulaic incentive and retention awards.

Citi provides competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

For further details regarding Citi employee benefits, please refer to the appropriate resources.

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citi invites all qualified interested applicants to explore career opportunities.

If you require reasonable accommodation due to a disability to utilize our search tools or apply for a career opportunity, please refer to the relevant resources.