Private Wealth Advisor - Holistic Financial Guidance

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

Benefits offered by this job

Medical coverage

401(k)

Life, disability insurance

Wellness program

Paid time off

Job summary

Citi is seeking a Wealth Solutions Advisor SAFE Act candidate in Missouri to proactively guide clients on investments and banking, while educating on digital platforms and centralized advisory. The role emphasizes strong client discovery, relationship building, and end-to-end service across banking and investment needs.

The position supports Citi Private Client, Citigold, Priority and Everyday Banking segments, with responsibilities spanning onboarding, referrals, and regulatory compliance in a

Qualifications

• 2-5 years of industry experience.
• Experience in a proactive, successful sales and service role in the financial services industry.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Takes ownership of effort, performance, and making a positive team impact.
• Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses (required).
• This position requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry before referring clients to Citibank.

Responsibilities

• Identify, build, and deepen relationships with clients to gain incremental wallet share using financial planning and profiling.
• Engage with clients to facilitate digital solutions transitions.
• Respond to referrals and recommend offerings based on profiling and suitability.
• Anticipate client needs and offer holistic financial solutions across products and services.
• Assist with onboarding and account opening for new clients.
• Articulate the value proposition for Citigold, Citi Private Client and digital programs.
• Track client interactions and monitor progress.
• Maximize sales and service opportunities with client relationships.

Skills

Sales experience

Financial services knowledge

Communication skills

Analytical skills

Microsoft Office

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Financial planning software

Job description

Citi is seeking a Wealth Solutions Advisor SAFE Act candidate in Missouri to proactively guide clients on investments and banking, while educating on digital platforms and centralized advisory. The role emphasizes strong client discovery, relationship building, and end-to-end service across banking and investment needs.

The position supports Citi Private Client, Citigold, Priority and Everyday Banking segments, with responsibilities spanning onboarding, referrals, and regulatory compliance in a