Holistic Wealth Solutions Advisor

Citigroup; O’Fallon (MO); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Citigroup seeks a Wealth Solutions Advisor SAFE Act to provide proactive investment and banking guidance, education, and account opening support. You will manage inbound/outbound calls, tailor solutions, and collaborate with product specialists to meet client needs across Citi Private Client, Citigold, Priority, and Everyday Banking tiers.

The role emphasizes compliance, KYC/AML, and risk awareness while driving digital and in-market advisory channels.

Formación

• 2-5 years of industry experience
• Experience in a proactive, successful sales and service role in the financial services industry
• Strong analytical and financial skills
• Strong verbal and written communication skills
• Organized with strong attention to detail
• Securities licenses required: SIE, Series 7/66 or 63/65
• Self-starter, problem solver and team player

Responsabilidades

• Identify, build and deepen client relationships to gain incremental wallet share
• Guide clients to digital solutions when appropriate
• Respond to referrals and recommend best offering based on profiling
• Anticipate client needs and offer holistic financial solutions
• Recognize client banking, credit, life insurance, and investment needs
• Assist with investment tasks (account modifications, applications)
• Explain online resources and resolve client issues escalated by Operations
• Qualify banking referrals for digital accounts and onboard new clients

Conocimientos

Analytical skills

Communication skills

Attention to detail

Self-starter

Problem solving

Team player

Financial services knowledge

Educación

Bachelor's degree or equivalent

SIE license

Series 7 license

Series 66 license

Mortgage loan originator registration (NMLS)

Group 1 Insurance license

Herramientas

Excel

Outlook

Word

Financial planning software

Descripción del empleo

Citigroup seeks a Wealth Solutions Advisor SAFE Act to provide proactive investment and banking guidance, education, and account opening support. You will manage inbound/outbound calls, tailor solutions, and collaborate with product specialists to meet client needs across Citi Private Client, Citigold, Priority, and Everyday Banking tiers.

The role emphasizes compliance, KYC/AML, and risk awareness while driving digital and in-market advisory channels.