Senior Wealth Advisor SAFE Act
3 weeks ago
Senior Wealth Advisor SAFE Act - Midtown Manhattan Join to apply for the Senior Wealth Advisor SAFE Act - Midtown Manhattan role at Citi The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. During your role you will be required to understand how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. You will evaluate moderately complex and variable issues with substantial potential impact, weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Strong analytical, communication and diplomacy skills are required. You will assume informal/formal leadership within teams and be involved in coaching and training new recruits. Responsibilities Build relationships with new clients to bring in bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through financial planning, discovery and profiling. Respond to referrals and introductions from business partners and recommend the best offering. Make securities recommendations and provide investment advice using firm models & research. Master referral opportunities to grow portfolio. Refer opportunities to segment partners where appropriate. Acquire new clients through converting referral leads. Manage client follow‑up and adhere to all regulatory and compliance operating procedures. Ensure strict adherence to KYC/AML and other compliance norms. Partner with branch team roles to guarantee a positive in‑branch experience. Assess risk and demonstrate sound ethical judgement, protecting Citigroup and its clients. Qualifications 5‑8 years of experience in a proactive, sales‑oriented role in financial services. Strong analytical and financial skills. Strong verbal and written communication skills. Organized with strong attention to detail. Knowledge of Microsoft Office and experience with financial planning software. Basic understanding of investment and financial planning strategies. Self‑starter, problem‑solver, goal‑oriented team player. Active Series 7, 66 (or 63 and 65) licenses; Securities Industry Essentials – SIE. Group 1 insurance. Mortgage loan originator registration per SAFE Act regulations. Education Bachelor’s/University degree or equivalent experience. Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Full time Primary Location: New York, New York, United States Full‑time salary range: $70,000.00 - $70,000.00 In addition to salary, Citi offers competitive employee benefits including medical, dental & vision coverage; 401(k); life, accident and disability insurance; wellness programs; paid holidays and vacation. For additional information visit citibenefits.com. Citi is an equal‑opportunity employer. Qualified candidates receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other characteristic protected by law. If you need a reasonable accommodation to use our search tools or apply for a career opportunity, please use our Accessibility resources. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr
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Senior Wealth Advisor SAFE Act
3 weeks ago
New York, United States Citi Full timeSenior Wealth Advisor SAFE Act - Bronx Join to apply for the Senior Wealth Advisor SAFE Act - Bronx role at Citi . 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...
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Senior Wealth Advisor SAFE Act
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New York, United States Citi Full timeSenior Wealth Advisor SAFE Act – Uptown Manhattan 1 week ago Be among the first 25 applicants Get 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...
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New York, United States Citigroup Full timeSenior Wealth AdvisorCiti 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...
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Senior Wealth Advisor SAFE Act
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New York, United States Citi Full timeSenior Wealth Advisor SAFE Act - Downtown Manhattan Join to apply for the Senior Wealth Advisor SAFE Act - Downtown Manhattan role at Citi. The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the...
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New York, NY, United States Citigroup Inc Full timeCiti 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...
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New York, NY, United States Citigroup Inc Full timeCiti 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...
