Private Wealth Solutions Advisor (Hybrid)

Citi; New York (NY); Hybrid; USD 77,000 - 107,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident and disability coverage

Wellness programs

Paid time off

Job summary

Citi's Wealth Solutions Advisor SAFE Act role in Jacksonville, FL is a hybrid, client-focused position combining investment guidance and banking education. You will identify client needs, open accounts, gather assets, and coordinate with product specialists to deliver holistic financial solutions.

The role requires 2–5 years in financial services, licenses (SIE, Series 7/66 or 63/65), and strong communication.

Qualifications

• Securities Industry Essentials (SIE) license required
• Series 7, 66 (or 63/65) licenses required
• Strong analytical and financial skills
• Excellent verbal and written communication skills
• Bachelor's degree or equivalent experience

Responsibilities

• Identify, build, and deepen client relationships through proactive and inbound contacts.
• Facilitate onboarding and account opening, including asset gathering and product referrals.
• Provide investment guidance and banking referrals with a holistic approach.
• Coordinate with product experts to deliver solutions aligned with client needs.
• Ensure KYC/AML compliance and regulatory adherence.
• Support digital and in-market advisory channels as needed.

Skills

SIE license

Series 7/66

Series 63/65

Financial analytics

Verbal & written communication

Microsoft Office

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job description

Citi's Wealth Solutions Advisor SAFE Act role in Jacksonville, FL is a hybrid, client-focused position combining investment guidance and banking education. You will identify client needs, open accounts, gather assets, and coordinate with product specialists to deliver holistic financial solutions.

The role requires 2–5 years in financial services, licenses (SIE, Series 7/66 or 63/65), and strong communication.