Senior Wealth Advisor

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.

• Build and maintain relationships with new and existing clients to deliver tailored financial solutions.
• Develop and implement financial plans to meet clients' goals and objectives.
• Provide investment advice and recommendations to clients based on their individual needs and risk tolerance.
• Collaborate with internal teams to ensure seamless delivery of financial services to clients.
• Stay up-to-date with market trends and regulatory changes to provide expert advice to clients.

• 5-8 years of experience in a financial advisory capacity.
• Strong analytical and financial skills, with the ability to communicate complex financial concepts to clients.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
• Knowledge of financial planning software and investment products.
• Securities Industry Essentials - SIE, Active Series 7, 66 (or 63 and 65) licenses.

Citi offers a competitive salary and benefits package, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs. We also offer 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.