Private Wealth Solutions Advisor

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

Benefits offered by this job

Medical/dental/vision coverage

401(k)

Life, disability insurance

Wellness programs

Paid time off

Job summary

Citi seeks a Wealth Solutions Advisor SAFE Act in Missouri to provide proactive investment and banking guidance, assist with account openings, and gather assets while delivering exceptional service. You’ll handle inbound and outbound calls and coordinate with product specialists to meet client needs.

You will identify opportunities, recommend digital or in-market solutions, ensure KYC/AML compliance, and support mortgage referral processes in a team-based Citi Private Client environment.

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.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred.
• 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 the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs.

Responsibilities

• Identify, build, and deepen relationships with clients through proactive outbound and inbound contacts to gain incremental wallet share.
• Engage with clients to facilitate digital solutions transitions.
• Respond to referrals and recommendations based on client profiling.
• Anticipate complex financial needs and offer holistic solutions.
• Work with product specialists to understand banking, credit, life insurance, and investment needs.
• Assist with investment tasks: account modifications, options applications, guidance on online resources, resolving client issues escalated by Operations and Account Opening teams.
• Articulate value propositions for Citigold, Citi Private Client and digital programs.
• Provide support for digital/dedicated advice clients and track client interactions.
• Refer opportunities to partners as appropriate.
• Ensure compliance with KYC/AML and regulatory procedures.

Skills

SIE license

Series 7/66

MS Office

Financial planning software

Sales & service

Team collaboration

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Financial planning software

Job description

Citi seeks a Wealth Solutions Advisor SAFE Act in Missouri to provide proactive investment and banking guidance, assist with account openings, and gather assets while delivering exceptional service. You’ll handle inbound and outbound calls and coordinate with product specialists to meet client needs.

You will identify opportunities, recommend digital or in-market solutions, ensure KYC/AML compliance, and support mortgage referral processes in a team-based Citi Private Client environment.