Senior Wealth Advisor
4 weeks ago
Citi Global Wealth is seeking a highly skilled 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 Citigold and Citigold Private Client segments.
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.
- 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.
Citi offers 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.
Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
