Private Wealth & Banking Solutions Advisor

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

Job summary

Citi in Jacksonville, FL seeks a Wealth Solutions Advisor SAFE Act to provide proactive investment and banking guidance, educate clients, and manage banking and lending needs. You will handle inbound/outbound calls, deepen relationships across Citi Private Client, Citigold, Priority, and Everyday Banking segments, and transition clients to digital solutions when appropriate.

The role emphasizes a holistic approach, with support from product specialists to meet client financial goals while

Qualifications

• Knowledge of financial planning concepts and client needs assessment.
• Strong discovery and profiling skills for wealth management.
• Understanding of regulatory and compliance standards (KYC/AML).

Responsibilities

• Identify, build and deepen client relationships to grow wallet share.
• Engage clients to transition to digital solutions when appropriate.
• Respond to referrals and recommend best offerings based on profiling.
• Anticipate client needs and offer holistic banking and investment solutions.
• Work with product specialists to align banking, investment, and insurance needs.
• Assist with investment tasks: account modifications and online resources guidance.
• Track client interactions and maintain accurate records; manage outcomes.
• Refer opportunities to partners and ensure regulatory/compliance adherence.

Skills

Financial planning

Analytical skills

Communication skills

Teamwork

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Citi in Jacksonville, FL seeks a Wealth Solutions Advisor SAFE Act to provide proactive investment and banking guidance, educate clients, and manage banking and lending needs. You will handle inbound/outbound calls, deepen relationships across Citi Private Client, Citigold, Priority, and Everyday Banking segments, and transition clients to digital solutions when appropriate.

The role emphasizes a holistic approach, with support from product specialists to meet client financial goals while