Private Wealth Advisor & Digital Solutions

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

Job summary

Citigroup Inc. is seeking a Wealth Solutions Advisor SAFE Act in Ofallon, MO to deliver proactive investment and banking guidance, fund asset gathering, and exceptional service.

You will manage inbound/outbound calls, identify client needs, and direct them to the best product solutions with support from product specialists. Responsibilities include building client relationships, guiding digital transitions, and ensuring regulatory and compliance standards are met while promoting Citi Private

Qualifications

• Experience in proactive, successful sales and service in financial services.
• Must be licensed or willing to obtain SIE, Series 7/66 or 63/65 as applicable.
• Mortgage loan originator registration required under SAFE Act regulations.
• Bachelor's degree or equivalent experience.

Responsibilities

• Identify and deepen client relationships to increase wallet share across Citi Private Client, Citigold, Priority, and Everyday Banking tiers.
• Guide clients to digital solutions where appropriate while maintaining high service levels.
• Respond to referrals and advise clients based on profiling and suitability assessments.
• Anticipate client needs and offer holistic financial solutions across banking and investments.
• Assist with onboarding and account opening for new clients.

Skills

Analytical skills

Verbal & written comms

Financial planning basics

Microsoft Office

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Financial planning software

Job description

Citigroup Inc. is seeking a Wealth Solutions Advisor SAFE Act in Ofallon, MO to deliver proactive investment and banking guidance, fund asset gathering, and exceptional service.

You will manage inbound/outbound calls, identify client needs, and direct them to the best product solutions with support from product specialists. Responsibilities include building client relationships, guiding digital transitions, and ensuring regulatory and compliance standards are met while promoting Citi Private