Senior Private Client Wealth Advisor

Citi; Milpitas (CA); On-site; USD 88,000 - 133,000; Full time

Job summary

Citi in Milpitas, CA is hiring a Sr. Analyst SAFE Act for Wealth Relationship Management. The role focuses on deepening client relationships, identifying complex financial needs, and delivering holistic financial solutions with a high-touch advisory approach.

Candidates should have 5–8 years of experience, strong analytical skills, FINRA registrations, and familiarity with financial planning software. The position is full-time at Citi's Private Client Coverage group.

Qualifications

• Bachelor's degree or equivalent experience required.
• Strong analytical and financial skills.
• Excellent verbal and written communication skills.
• Organized with strong attention to detail.
• Proficiency with Microsoft Office; familiarity with financial planning tools preferred.
• Basic understanding of investment and financial planning strategies.
• Self-starter with problem-solving and team collaboration abilities.
• Must meet US FINRA registration requirements (SIE, Series 6, 63, 65 OR Series 7 & 66).
• Must meet all Insurance Group 1 requirements within 150 days.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and profiling skills.
• Anticipate complex financial needs and offer solutions through a wide range of products, services and tools based on client profiling.
• With product specialists, recognize and understand a client's banking, credit and investment needs to provide holistic financial solutions.
• Provide regular value-added engagement with clients—high-touch, face-to-face meetings at client's preferred location, with ongoing communication.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high-value customer relationships.
• Refer opportunities to segment partners (Lending Consultants, Financial Advisor, Small Business Partners, Relationship Manager, etc.).
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to all Regulatory and Compliance procedures.
• Ensure KYC/AML compliance.
• Partner with branch team to ensure a positive in-branch experience.
• Appropriately assess risk when making business decisions, ensuring compliance with laws and Citi policies.

Skills

Relationship management

Financial analysis

Communication

Attention to detail

Self-starter

Regulatory compliance

Mortgage licensing

Client profiling

FINRA awareness

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Excel

Money Guide Pro

NaviPlan Select

Microsoft Word/Outlook

Job description

Citi in Milpitas, CA is hiring a Sr. Analyst SAFE Act for Wealth Relationship Management. The role focuses on deepening client relationships, identifying complex financial needs, and delivering holistic financial solutions with a high-touch advisory approach.

Candidates should have 5–8 years of experience, strong analytical skills, FINRA registrations, and familiarity with financial planning software. The position is full-time at Citi's Private Client Coverage group.