Private Wealth Advisor: Holistic Banking & Investments

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

Benefits offered by this job

Medical, dental & vision

401(k)

Paid time off

Job summary

Citi is seeking a Wealth Solutions Advisor SAFE Act position in the United States. The role focuses on proactive investment and banking guidance, educating clients, account openings, and asset gathering within a team-based environment.

Responsibilities include identifying opportunities, handling referrals, and providing holistic financial solutions through banking, credit, life insurance, and investment services, with emphasis on compliance and customer satisfaction.

Qualifications

• 2-5 years of industry experience.
• Securities Industry Essentials (SIE) license required.
• Active Series 7, 66 (or 63 and 65) licenses required.
• Mortgage loan originator registration required (NMLS) and to maintain annual renewal.

Responsibilities

• Identify and deepen relationships with clients through proactive outbound and inbound contacts to gain incremental wallet share of existing client base.
• Engage with clients to facilitate transition to digital solutions.
• Respond to referrals and recommend best offering based on profiling and suitability assessments.
• Anticipate client needs and offer holistic financial solutions.

Skills

Relationship building

Sales & service

Financial planning

Communication

Attention to detail

Microsoft Office

Education

Bachelor's degree

Tools

Excel

Outlook

Word

Financial planning software

Job description

Citi is seeking a Wealth Solutions Advisor SAFE Act position in the United States. The role focuses on proactive investment and banking guidance, educating clients, account openings, and asset gathering within a team-based environment.

Responsibilities include identifying opportunities, handling referrals, and providing holistic financial solutions through banking, credit, life insurance, and investment services, with emphasis on compliance and customer satisfaction.