Holistic Wealth & Banking Advisor

Citi; O’Fallon (MO); On-site; USD 79,000 - 110,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability ins.

Wellness programs

Paid time off

Job summary

Citi’s Wealth Solutions Advisor SAFE Act role in Ofallon, Missouri, focuses on proactive investment and banking guidance in a team-based environment. You will educate clients, open accounts, gather assets, and provide exceptional service while guiding referrals to appropriate Citi solutions.

Responsibilities include deepening client relationships, leveraging digital channels, and ensuring regulatory compliance with KYC/AML and other procedures.

Qualifications

• 2-5 years of industry experience.
• Experience in a proactive, successful sales and service role in financial services.
• SIE license and Active Series 7, 66 (or 63/65) licenses.
• Group 1 insurance knowledge.
• NMLS mortgage loan originator registration and identifier requirements under SAFE Act.

Responsibilities

• Identify and deepen client relationships to gain wallet share across Citi Private Client tiers.
• Engage clients and transition to digital solutions when appropriate.
• Respond to referrals and recommend best offerings based on profiling and suitability assessments.
• Offer holistic financial solutions across banking, credit, life insurance, and investments.
• Assist with investment tasks and onboarding for new clients; guide online resources.

Skills

Analytical skills

Verbal communication

Written communication

Self-starter

Team player

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office

Financial planning software

Job description

Citi’s Wealth Solutions Advisor SAFE Act role in Ofallon, Missouri, focuses on proactive investment and banking guidance in a team-based environment. You will educate clients, open accounts, gather assets, and provide exceptional service while guiding referrals to appropriate Citi solutions.

Responsibilities include deepening client relationships, leveraging digital channels, and ensuring regulatory compliance with KYC/AML and other procedures.