Senior Private Wealth Advisor: Growth & Planning

Citi; Miami (FL); On-site; USD 70,000 - 200,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

401(k)

Paid time off

Job summary

Citi in Miami, FL is seeking a Senior Wealth Advisor to lead client engagement in Private Client Coverage. The role requires delivering investment guidance and maintaining strong client relationships while adhering to regulatory standards. This full-time position offers incentives and a comprehensive benefits package.

You will collaborate with branch teams, manage risk, and ensure KYC/AML compliance as part of day-to-day duties in a dynamic wealth management environment.

Qualifications

• 5-8 years of experience in financial services or sales
• Licenses: SIE and Series 7/66 (or 63/65)
• Mortgage loan originator registration with NMLS per SAFE Act requirements
• Bachelor's degree or equivalent experience

Responsibilities

• Build relationships with new clients to bring in assets
• Deepen relationships with PWM and Retail bank clients using financial planning and discovery
• Respond to referrals and tailor offerings based on profiling and suitability
• Provide securities recommendations using firm models and research
• Manage referrals to branch partners and ensure regulatory compliance
• Adhere to KYC/AML and other compliance norms

Skills

Analytical skills

Communication skills

Sales experience

Organized

Microsoft Office

Financial planning software

Investment planning

Self-starter

Team player

SIE license

Education

Bachelor's degree

Tools

CRM systems

Job description

Citi in Miami, FL is seeking a Senior Wealth Advisor to lead client engagement in Private Client Coverage. The role requires delivering investment guidance and maintaining strong client relationships while adhering to regulatory standards. This full-time position offers incentives and a comprehensive benefits package.

You will collaborate with branch teams, manage risk, and ensure KYC/AML compliance as part of day-to-day duties in a dynamic wealth management environment.