Lead Wealth Management Consultant

2 weeks ago

San Francisco, California, United States Citigroup Inc Full time

Citi Global Wealth integrates the comprehensive 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 captures wealth management opportunities in the workplace through Citi Global Wealth at Work.

The Lead Wealth Management Consultant will provide holistic financial and investment guidance to our Citigold and Citigold Private Client clientele. These consultants benefit from access to Wealth's premier investment solutions platform, enabling the delivery of both traditional and alternative investment options, managed account solutions, and top-tier research and advisory services for all Wealth clients. The client remains at the forefront of our operations.

**Key Responsibilities:**

- Cultivate relationships with prospective clients to attract new banking and brokerage assets.

- Enhance connections with current clients in Citi Personal Wealth Management and Retail banking through effective financial planning and adept discovery and profiling techniques.

- Address referrals and introductions from business partners, recommending optimal offerings based on client profiling and suitability evaluations.

- Provide securities recommendations and investment advice to clients through a select array of solutions utilizing firm models and research.

- Master referral opportunities to expand the portfolio.

- Refer opportunities to segment partners as appropriate, including but not limited to Small Business Partners and Home Lending Officers.

- Acquire new clients by converting referral leads.

- Manage client follow-ups 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.

- Appropriately assess risk in business decisions, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets by ensuring compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and transparently escalating, managing, and reporting control issues.

- Regularly take on informal/formal leadership roles within teams, including mentoring and training new recruits.

**Qualifications and Skills:**

- 5-8 years of experience in a financial advisory role.

- Bilingual proficiency in Cantonese/Mandarin.

- Proven track record in a proactive, successful sales and service capacity within the financial services sector.

- Strong analytical and financial acumen.

- Excellent verbal and written communication skills.

- Highly organized with meticulous 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.

- Must be a self-motivated, solution-oriented, and goal-driven team player capable of working independently.

- Required licenses: Securities Industry Essentials SIE, Active Series 7, 66 (or 63 and 65), and Group 1 Insurance License.

- This position necessitates registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry, obtaining a unique identifier, maintaining and renewing that registration annually, updating registration information promptly, and providing that unique identifier to consumers as mandated by applicable SAFE Act regulations and Citi policies.

**Education:**

- Bachelor's/University degree or equivalent experience.

**Job Family Group:**

Private Client Coverage

**Job Family:**

Financial Planning Services

**Time Type:**

Full Time

**Compensation and Benefits:**

In addition to a competitive salary, Citi offers a range of employee benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off packages are also available, including vacation, sick leave, and paid holidays.

Citi is an equal opportunity and affirmative action employer, welcoming qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

  • Wealth Management Consultant

    2 weeks ago

    San Francisco, California, United States Freestone Capital Management Full time

    Freestone Capital Management is a premier wealth advisory firm focused on providing outstanding service to our clients. We are in search of a Wealth Management Consultant to assist affluent individuals in realizing their financial aspirations while fostering enduring relationships.About Our Firm:Independent Wealth Advisory: Operating in multiple locations,...

  • Senior Wealth Management Consultant

    2 weeks ago

    San Francisco, California, United States Evolve Talent Partners Full time

    Position Overview: The Senior Wealth Management Consultant role presents an excellent opportunity for a driven professional to become part of a reputable Private Client practice at a well-established investment advisory firm managing personalized investment accounts and mutual funds.As a key member of the Private Client team, the Private Client Investment...

  • Senior Wealth Management Consultant

    2 weeks ago

    San Francisco, California, United States Evolve Talent Partners Full time

    Position Overview: The Senior Wealth Management Consultant role at Evolve Talent Partners presents an excellent opportunity for a driven professional to become part of a reputable Private Client practice within a well-established investment advisory firm. This firm specializes in managing individually tailored accounts and mutual funds.As a key member of the...

  • Wealth Management Specialist

    5 days ago

    San Francisco, California, United States Northern Trust Corporation Full time

    About Northern Trust Corporation:Northern Trust Corporation, a leading global financial institution, has been a trusted partner for over 130 years, providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.We remain true to our enduring principles of service, expertise, and integrity, serving...

  • Senior Wealth Management Consultant

    2 weeks ago

    San Francisco, California, United States Marsh & McLennan Companies Full time

    Company: Marsh McLennan Agency Position Overview: Become a vital member of our team as a Senior Wealth Management Consultant at Marsh McLennan Agency Marsh McLennan Agency (MMA) stands as a premier provider of comprehensive insurance solutions, including business insurance, employee health & benefits, retirement planning, and private client insurance. Our...

  • Wealth Management Advisor

    2 weeks ago

    San Francisco, California, United States Cedent Consulting Full time

    Title: Wealth Management Advisor @ Cedent Consulting.Terms of Hire: Full Time.Job Description:Business Overview: Cedent Consulting is a premier provider of integrated wealth management and investment solutions tailored for individuals, corporations, and institutions. We are recognized as one of the largest entities in the industry, specializing in...

  • Wealth Management Consultant

    2 weeks ago

    San Diego, California, United States New York Life Full time

    Position Overview: Wealth Management Consultants assist clients in recognizing and fulfilling their financial aspirations. Through New York Life, Eagle Strategies, and NYLIFE Securities, our Consultants provide a diverse range of financial solutions and services designed to help clients reach their financial objectives. New York Life and its affiliates are...

  • Citi Wealth Management Consultant

    2 weeks ago

    San Francisco, California, United States Hispanic Technology Executive Council Full time

    Position Overview: The Wealth Management Consultant is a strategic expert who remains informed about advancements in the financial sector and contributes to the overarching strategy by applying insights to their role and the organization. This individual is recognized as a technical authority in their domain, requiring a solid understanding of commercial...

  • Wealth Management Consultant

    2 weeks ago

    San Jose, California, United States DYH Recruiting Full time

    About the Role: Our client, a reputable boutique financial services firm, is in search of a Wealth Management Consultant. In this pivotal role, you will have the chance to cultivate strong relationships and engage with long-standing clients within a flourishing wealth management environment. You will serve as a trusted advisor, dedicating your time to client...

  • Wealth Management Consultant

    2 weeks ago

    San Diego, California, United States First Command Financial Services Full time

    Position Overview:As a Wealth Management Consultant, you will play a pivotal role in guiding clients through their financial journeys. Your expertise will help individuals and families make informed decisions regarding their financial futures.About Us:At First Command Financial Services, we pride ourselves on our commitment to serving those who serve. Our...

  • Wealth Management Advisor

    2 weeks ago

    San Francisco, California, United States Rockefeller Capital Management Full time

    About Rockefeller Capital ManagementRockefeller Capital Management, established in 2018, stands as a premier independent financial advisory firm. Originally founded in 1882 as the family office of John D. Rockefeller, the firm has expanded its services to provide strategic guidance to ultra- and high-net-worth individuals, families, institutions, and...

  • Wealth Management Advisor

    2 weeks ago

    San Francisco, California, United States Rockefeller Capital Management Full time

    About Rockefeller Capital ManagementRockefeller Capital Management, founded in 2018, stands as a premier independent advisory firm in the financial services sector. Originally established in 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic guidance to ultra- and high-net-worth individuals, families,...

  • Junior Wealth Management Consultant

    2 weeks ago

    San Jose, California, United States Beacon Pointe Advisors LLC Full time

    Position OverviewWe are looking for dedicated individuals to join Beacon Pointe Advisors as a Junior Wealth Management Consultant. This role is essential in our mission to provide exceptional financial guidance and support to our esteemed clientele.Key ResponsibilitiesThe selected candidate will play a vital role in:Delivering outstanding service to a...

  • Investment Consultant Associate

    2 weeks ago

    San Jose, California, United States Atria Wealth Solutions Full time

    Position OverviewSupporting the Financial Aspirations of ClientsAbout Atria Wealth SolutionsBecome a part of Atria Wealth Solutions, a client-centric financial services organization committed to empowering individuals to achieve their financial objectives. With a strong presence in the industry, we prioritize the well-being of our clients and aim to make a...

  • Financial Protection Consultant

    2 weeks ago

    San Diego, California, United States Breeze Wealth Management Full time

    Descripción del Trabajo¿Estás listo para embarcarte en una carrera emocionante con infinitas posibilidades? En Breeze Wealth Management, nos especializamos en Seguros de Vida Universales Indexados (IUL) y Anualidades Indexadas Fijas (FIA), dedicados a ayudar a los estadounidenses comunes a proteger y preservar su riqueza acumulada mientras también los...

  • Senior Wealth Advisor

    2 weeks ago

    San Francisco, California, United States First Citizens Full time

    OverviewAs a pivotal member of the Wealth Management division, Senior Wealth Advisors play a crucial role in driving growth and enhancing profitability through strategic client engagement and retention initiatives. Build and nurture relationships with High Net Worth (HNW) individuals and families, delivering tailored credit, deposit, and wealth management...

  • Private Wealth Investment Management Expert

    6 days ago

    San Francisco, California, United States The Bank of America Corporation Full time

    Join a Leading Wealth Management FirmMerrill Wealth Management is a renowned provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a leading business in the world, we offer a wide range of services including:Wealth Management: Our team of experts provides personalized wealth...

  • Senior Private Wealth Consultant

    1 week ago

    San Francisco, California, United States ECG Resources Full time

    Position OverviewECG Resources is in search of a Senior Vice President/Private Wealth Advisor to enhance our distinguished Private Client team. This role is pivotal in managing relationships with affluent clients, delivering tailored investment strategies and comprehensive wealth management services.Key ResponsibilitiesClient Engagement: Act as the main...

  • Wealth Management Professional

    6 days ago

    San Francisco, California, United States Hispanic Technology Executive Council Full time

    Job SummaryThe Senior Relationship Manager is a seasoned professional role that requires in-depth knowledge and expertise in wealth management and financial services. The ideal candidate will have a strong understanding of the financial industry and be able to develop and implement strategies to drive revenue growth and client acquisition.Key...

  • Citi Wealth Management Consultant

    1 week ago

    San Francisco, California, United States Hispanic Technology Executive Council Full time

    Position Overview:The Banker SAFE Act is a pivotal professional who remains informed about advancements in their sector and contributes to strategic direction by applying insights to their role and the organization. Recognized as a technical authority in a specific domain within the enterprise, this role necessitates a fundamental understanding of commercial...