Private Wealth Advisor: Digital & Banking Solutions

Citigroup Inc.; Jacksonville (FL); Vor Ort; USD 77.000 - 107.000; Vollzeit

Benefits dieser Stelle

Medical insurance

401(k) plan

Paid time off

Wellness programs

Zusammenfassung

Citigroup Inc. in Jacksonville, FL seeks a Wealth Solutions Advisor SAFE Act to deliver proactive investment and banking guidance, assist with account openings, and educate clients on financial strategies within a team-based environment.

You will identify client needs, refer to digital platforms as appropriate, manage banking and lending tasks, and work with product specialists to offer holistic financial solutions while maintaining strict regulatory compliance.

Qualifikationen

• 2-5 years of industry experience.
• Proactive sales and service experience in financial services.
• Strong analytical and financial skills.
• Strong verbal and written communication.
• Organized with attention to detail.
• Securities Industry Essentials (SIE) and active Series 7/66 licenses.

Aufgaben

• Identify, build, and deepen client relationships to gain wallet share.
• Engage with clients to transition to digital solutions when appropriate.
• Respond to referrals and recommend offerings based on profiling.
• Anticipate client needs and offer holistic financial solutions.
• Work with product specialists to address banking, credit, life insurance, and investments.
• Assist with onboarding and account opening for new clients.
• Track client interactions and follow up on issues.

Kenntnisse

Sales & service

Financial planning

Analytical skills

Communication skills

Teamwork

Ausbildung

Bachelor's degree

Tools

Microsoft Office

Financial planning software

Jobbeschreibung

Citigroup Inc. in Jacksonville, FL seeks a Wealth Solutions Advisor SAFE Act to deliver proactive investment and banking guidance, assist with account openings, and educate clients on financial strategies within a team-based environment.

You will identify client needs, refer to digital platforms as appropriate, manage banking and lending tasks, and work with product specialists to offer holistic financial solutions while maintaining strict regulatory compliance.