Holistic Wealth & Banking Solutions Advisor

Citigroup; Jacksonville (FL); Presencial; USD 85.000 - 125.000; Jornada completa

Descripción de la vacante

Citigroup in Jacksonville seeks a Wealth Solutions Advisor SAFE Act to deliver proactive investment and banking guidance, including onboarding and asset gathering. You will handle inbound/outbound calls and identify client solutions across digital platforms and in-market advisory channels.

The role requires knowledge of the financial industry, strong communication, and compliance with KYC/AML norms while collaborating with cross-functional teams to meet client needs.

Formación

• Bachelor's degree or equivalent experience in finance or business.
• SIE, Series 7 and 66 (or 63/65) licenses required.
• Experience in a proactive sales and service role in financial services.

Responsabilidades

• Identify and deepen client relationships to grow wallet share.
• Guide clients on investments, banking, and digital platforms.
• Coordinate with product specialists to meet client needs.
• Ensure KYC/AML compliance and regulatory adherence.
• Onboard new clients and manage account openings.

Conocimientos

Strong communication

Analytical skills

Financial planning

Team collaboration

Microsoft Office

Educación

Bachelor's degree

Herramientas

Financial planning software

CRM software

Descripción del empleo

Citigroup in Jacksonville seeks a Wealth Solutions Advisor SAFE Act to deliver proactive investment and banking guidance, including onboarding and asset gathering. You will handle inbound/outbound calls and identify client solutions across digital platforms and in-market advisory channels.

The role requires knowledge of the financial industry, strong communication, and compliance with KYC/AML norms while collaborating with cross-functional teams to meet client needs.