Elite Wealth Advisor for UHNW Clients (Hybrid)

Citi; New York (NY); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off & holidays

Job summary

Citi is seeking a Senior Wealth Advisor in Huntington, NY to serve Citigold and Citigold Private Client segments with comprehensive financial guidance. You will collaborate with a Wealth Relationship Manager and experts to tailor investment strategies, including traditional and alternative investments, and ensure client-centric service.

The role emphasizes proactive client engagement, adherence to KYC/AML, and delivery of best-in-class research and solutions through Citi’s Wealth platform.

Qualifications

• 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.
• SIE and Series 7 licenses; 66/63/65 licenses as applicable.
• Group 1 Insurance License is required.
• Mortgage loan originator registration with the NMLS and Registry is required.

Responsibilities

• Build relationships with new clients to bring in bank and brokerage assets.
• Deepen relationships with existing clients through financial planning and profiling.
• Respond to referrals and recommend suited offerings to clients.
• Make securities recommendations using firm models and research.
• Master referral opportunities to grow portfolios.
• Refer opportunities to segment partners when appropriate.
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to regulatory procedures.
• Ensure adherence to KYC/AML and other compliance norms.
• Coordinate with branch team to ensure positive in-branch experiences.
• Assess risk and escalate control issues with transparency.
• Provide leadership, coaching, and training to new recruits.

Skills

Strong analytical skills

Strong communication skills

SIE license

Series 7 license

Insurance license

Mortgage loan originator registration

MS Office proficiency

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Financial planning software

Job description

Citi is seeking a Senior Wealth Advisor in Huntington, NY to serve Citigold and Citigold Private Client segments with comprehensive financial guidance. You will collaborate with a Wealth Relationship Manager and experts to tailor investment strategies, including traditional and alternative investments, and ensure client-centric service.

The role emphasizes proactive client engagement, adherence to KYC/AML, and delivery of best-in-class research and solutions through Citi’s Wealth platform.