Private Wealth Advisor: Client Solutions

Citi; Jacksonville (FL); On-site; USD 77,000 - 107,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Job summary

Citi in Jacksonville, FL is seeking a Wealth Solutions Advisor under the SAFE Act to deliver proactive investment and banking guidance in a team-based environment. You will guide clients through account openings, referrals, and asset gathering while leveraging digital and in-market advisory channels.

Requirements include 2–5 years in financial services, strong communication, and relevant securities licenses.

Qualifications

• Active SIE license and securities registrations.
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Responsibilities

• Identify, build and deepen client relationships to increase wallet share using financial planning and profiling.
• Respond to referrals and suggest best Citi offerings based on client needs.
• Anticipate complex financial needs and tailor solutions across products and services.
• Assist with onboarding, account opening, and digital channel transitions.

Skills

SIE License

Series 7/66 Licenses

Mortgage Originator Registration

Financial Planning Software

Microsoft Office Proficiency

Education

Bachelor's degree or equivalent experience

Job description

Citi in Jacksonville, FL is seeking a Wealth Solutions Advisor under the SAFE Act to deliver proactive investment and banking guidance in a team-based environment. You will guide clients through account openings, referrals, and asset gathering while leveraging digital and in-market advisory channels.

Requirements include 2–5 years in financial services, strong communication, and relevant securities licenses.