Senior Wealth Advisor

1 day ago

Washington DC USA, United States Citigroup Inc Full time
Job Summary

Citigroup Inc 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.
  • 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.
  • Must be a self-starter, problem solver, and goal-oriented team player able to work without direction.
  • Securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses, and Group 1 Insurance License.
About Citigroup Inc

Citigroup Inc 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.

  • Senior Wealth Advisor

    3 weeks ago

    washington, United States Audible Wealth Management Full time

    Audible Wealth Management is a full service wealth advisory firm based in the Washington DC metro area, that focuses on financial planning, investment strategies and insurance solutions. Our primary objective is to make an impact in the community as we assist clients in reaching their goals. We believe constructing a dynamic team will expand our ability to...

  • Senior Wealth Management Advisor

    1 day ago

    Washington, DC , USA, United States M&T Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at M&T Bank. As a Senior Wealth Advisor, you will be responsible for leading a book of client relationships and coordinating activities of the relationship team to drive growth and retention of the client base.Key ResponsibilitiesDevelop and implement...

  • Wealth Management Advisor

    3 weeks ago

    Washington, United States Audible Wealth Management Full time

    Audible Wealth Management is a full service wealth advisory firm based in the Washington DC metro area, that focuses on financial planning, investment strategies and insurance solutions. Our primary objective is to make an impact in the community as we assist clients in reaching their goals. We believe constructing a dynamic team will expand our ability to...

  • Wealth Management Advisor

    1 day ago

    Washington, DC , USA, United States Goldman Sachs Full time

    Job Title: Wealth Management AdvisorAt Goldman Sachs, we are seeking a highly skilled Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for providing personalized financial planning and investment advice to our clients.Responsibilities:Develop and implement comprehensive financial plans for clients, taking...

  • Legal Wealth Advisor III

    1 day ago

    Washington, DC , USA, United States Truist Inc Full time

    Job Title: Legal Wealth Advisor IIIWe are seeking a highly skilled Legal Wealth Advisor III to join our team at Truist Inc. As a Legal Wealth Advisor III, you will be responsible for managing a profitable book of clients consisting of small to mid-size law firms and attorneys, consisting of deposits, loans, and assets under management.Key...

  • Senior Wealth Advisor

    1 day ago

    Miami, FL , USA, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc. 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 affluent and high-net worth clients.Key ResponsibilitiesBuild and maintain relationships with new and existing clients to identify and meet their...

  • Senior Wealth Strategist

    1 day ago

    Washington, Washington, D.C., United States M&T Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at M&T Bank. As a Senior Wealth Advisor, you will be responsible for leading a book of client relationships and coordinating activities of the relationship team to drive growth and retention of the client base.Key ResponsibilitiesClient Relationship Management:...

  • Financial Advisor Associate

    18 hours ago

    Madison, WI , USA, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning and investment management services. Our team-based approach, utilizing the Roundtable and UniFi processes, sets us apart from the standard approach. We proudly serve...

  • Senior Trust Advisor

    1 day ago

    Washington, DC , USA, United States Truist Inc Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Trust Advisor to join our team at Truist Inc. As a Senior Trust Advisor, you will be responsible for providing expert fiduciary advice and solutions to high net worth clients, as well as participating in the broader client-facing wealth team to expand existing relationships and capture new...

  • Senior Trust Advisor

    1 day ago

    Washington, DC , USA, United States Truist Inc Full time

    Job SummaryWe are seeking a highly skilled Senior Trust Advisor to join our team at Truist Inc. As a key member of our wealth management team, you will provide expert fiduciary advice and solutions to high net worth clients, expanding existing relationships and capturing new opportunities.Key ResponsibilitiesProvide thought leadership and expertise in...

  • Private Wealth Associate

    1 day ago

    Washington, DC , USA, United States AllianceBernstein Full time

    Position OverviewBernstein Private Wealth Management is a leading investment management firm that provides personalized advice to high-net-worth and ultra-high-net-worth clients. Our team is dedicated to delivering exceptional service and building long-term relationships with our clients.Key ResponsibilitiesCollaborate with senior professionals to fuel...

  • Wealth Management Advisor

    1 day ago

    Tampa, FL , USA, United States AllianceBernstein Full time

    Unlock Your Potential as a Wealth AdvisorAt AllianceBernstein, we're seeking a talented Wealth Advisor to join our team. As a key member of our Private Wealth Management group, you'll have the opportunity to build a successful practice and make a meaningful impact on the lives of our clients.What You'll Do:As a Wealth Advisor, you'll be responsible for...

  • Institutional Services Advisor Senior

    1 day ago

    Washington, DC , USA, United States United Bank Inc Full time

    Job Title: Senior Institutional Services AdvisorThe Senior Institutional Services Advisor is a key role within our organization, responsible for serving as the primary relationship manager for a diverse group of clients. This position requires a deep understanding of sophisticated investment management practices and 401(k) retirement plans.Key...

  • Wealth Strategies Advisor

    2 weeks ago

    St. Louis, MO , USA, United States Bank of America Full time

    Job Title: Wealth Strategies AdvisorWe are seeking a highly skilled Wealth Strategies Advisor to join our team at Bank of America. As a key member of our wealth management team, you will be responsible for providing expert advice and guidance to our high net worth clients on a range of financial planning and investment strategies.Key Responsibilities:Develop...

  • Wealth Management Professional

    24 hours ago

    Bloomington, MN, USA, United States Credent Wealth Management Full time

    Job Title: Wealth ManagerCredent Wealth Management is seeking a highly skilled and experienced Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing exceptional service to our clients, building and maintaining trusting relationships, and delivering financial plans that meet their unique needs.Key Responsibilities:Develop...

  • Senior Wealth Manager

    1 week ago

    Miami, FL, USA, United States Leeds Professional Resources Full time

    Senior Private BankerLeeds Professional Resources is seeking a seasoned Private Banker to join our team. As a trusted advisor, you will be responsible for managing relationships with high net worth individuals and providing tailored financial solutions to meet their needs.Key Responsibilities:Client Acquisition and Retention: Grow the client base through...

  • Wealth Management Associate

    4 weeks ago

    Washington, DC , USA, United States Equitable Services Full time

    About Equitable AdvisorsEquitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being, providing them with the confidence to pursue long and fulfilling lives.Our ApproachWe take a holistic approach to financial planning, focusing on the...

  • Wealth Management Advisor

    3 weeks ago

    Washington, Washington, D.C., United States Goldman Sachs Full time

    About This RoleWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Goldman Sachs. As a key member of our Consumer and Wealth Management (CWM) division, you will be responsible for providing personalized wealth management plans to affluent individuals and families.ResponsibilitiesMaintain a thorough understanding of...

  • Senior Wealth Advisor

    10 hours ago

    Miami, FL , USA, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc 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 ResponsibilitiesBuild relationships with new clients and deepen relationships with existing...

  • Private Wealth Management Associate

    16 hours ago

    Washington, DC , USA, United States AllianceBernstein Holding L.P. Full time

    Position OverviewBernstein Private Wealth Management is a leading investment management firm that advises high-net-worth and ultra-high-net-worth clients. Our team is dedicated to providing exceptional service and support to our clients, and we are seeking a talented individual to join our team as a Private Wealth Associate.As a Private Wealth Associate, you...