Private Wealth Advisor - Digital & Client Solutions

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

Benefits offered by this job

Medical, dental & vision

401(k) plan

Paid time off

Wellness programs

Job summary

Citigroup Inc. in Missouri is seeking a Wealth Solutions Advisor SAFE Act to provide proactive investment and banking guidance, assist with onboarding, and drive client wallet share. You will work with Citi Private Client, Citigold, and Everyday Banking segments, leveraging digital and in-market solutions.

The role emphasizes strong client discovery, cross‑sell opportunities, and strict adherence to compliance and KYC/AML standards while coordinating with product specialists.

Qualifications

• 2–5 years of industry experience in financial services.
• Experience in proactive sales and service roles.
• Strong analytical and financial skills.
• Excellent verbal and written communication.
• Detail‑oriented with strong organizational skills.
• Licensing: SIE, Series 7/66 (or 63/65) required.
• Mortgage loan originator registration required.

Responsibilities

• Identify, build, and deepen client relationships to gain incremental wallet share.
• Engage clients to transition to digital solutions when appropriate.
• Respond to referrals and assess suitability for offerings.
• Anticipate complex financial needs and provide holistic solutions.
• Assist with investment/banking tasks and onboarding for new clients.
• Track client interactions and manage follow-ups to close opportunities.
• Refer opportunities to segment partners when suitable.

Skills

Proactive sales

Strong communication

Analytical skills

Detail oriented

Microsoft Office

Financial planning knowledge

Education

Bachelor's degree

Tools

Financial planning software

CRM software

Job description

Citigroup Inc. in Missouri is seeking a Wealth Solutions Advisor SAFE Act to provide proactive investment and banking guidance, assist with onboarding, and drive client wallet share. You will work with Citi Private Client, Citigold, and Everyday Banking segments, leveraging digital and in-market solutions.

The role emphasizes strong client discovery, cross‑sell opportunities, and strict adherence to compliance and KYC/AML standards while coordinating with product specialists.