Senior Wealth Advisor

Join to apply for the Senior Wealth Advisor role at CitiAll the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.6 days ago Be among the first 25 applicantsJoin to apply for the Senior Wealth Advisor role at CitiGet AI-powered advice on this job and more exclusive features.Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.Job Responsibilities :Build relationships with new clients with the goal of bringing in new bank and brokerage assetsDeepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skillsRespond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessmentsMake securities recommendations and provide investment advice to clients through a select number of solutions using firm models and researchMaster referral opportunities to grow portfolioRefer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)Acquire new clients through converting referral leadsManage client follow-up and adhere to all Regulatory and Compliance operating proceduresEnsure strict adherence to KYC / AML and other compliance normsPartner with all roles on branch team to ensure all clients have a positive in-branch experienceAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparencyRegularly assume an informal / formal leadership role within teams, including coaching and training new recruitsQualifications and Skills :5-8 years of experience serving in a financial advisory capacityExperience in a proactive, successful sales and service role in the financial services industryStrong analytical and financial skillsStrong verbal and written communication skillsOrganized with strong attention to detailKnowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferredBasic understanding of investment and financial planning strategies preferredMust be a self-starter, problem solver and a goal-oriented team player able to work without directionSecurities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licensesGroup 1 Insurance LicenseThis position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and proceduresEducation :Bachelor's / University degree or equivalent experienceJob Family Group :Private Client CoverageJob Family :Financial Planning ServicesTime Type : Full timePrimary Location :San Francisco California United StatesPrimary Location Full Time Salary Range :70,000.00 - $120,000.00In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. 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. For additional information regarding Citi employee benefits, please visit . Available offerings may vary by jurisdiction, job level, and date of hire.Anticipated Posting Close Date :Nov 29, 2024Citi 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.Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and / or apply for a career opportunity review Accessibility at CitiView the " EEO is the Law " poster. View the EEO is the Law SupplementView the EEO Policy StatementView the Pay Transparency PostingSeniority levelSeniority levelNot ApplicableEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesBanking, Financial Services, and Investment BankingReferrals increase your chances of interviewing at Citi by 2xGet notified about new Wealth Management Advisor jobs in San Francisco, CASan Francisco, CA $36,000.00-$125,000.00 3 weeks agoAsset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, Associate - San FranciscoSan Francisco, CA $100,000.00-$130,000.00 2 weeks agoWalnut Creek, CA $39,000.00-$125,000.00 1 month agoAsset & Wealth Management, External Investing Group (XIG), Imprint - Private Equity Manager Selection, Vice PresidentSan Francisco, CA $85,000.00-$135,000.00 3 weeks agoSan Francisco, CA $170,000.00-$300,000.00 4 days agoSan Ramon, CA $90,000.00-$100,000.00 2 weeks agoSan Francisco, CA $135,000.00-$175,000.00 1 month agoSr. Manager, Wealth Advisor - Schwab Wealth AdvisoryJ.P. 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