Senior Private Wealth Advisor - Nassau County

Citi; New York (NY); Hybrid; USD 63,000 - 77,000; Full time

Job summary

Citi Global Wealth in East Meadow, NY seeks a Senior Wealth Advisor to deliver comprehensive financial and investment advice for CitiGold and CitiGold Private Client segments. You will collaborate with a Wealth team to meet client needs and manage portfolios.

The role emphasizes strong client relationships, regulatory compliance, and strategic planning, with a hybrid work arrangement and access to a broad investment platform.

Qualifications

• 5–8 years of experience in a financial advisory capacity.
• Active sales/service background in financial services.
• SIE, Series 7, 66 licenses (or 63/65).
• Group 1 Insurance License.
• Mortgage loan originator registration required.

Responsibilities

• Build relationships to bring in bank and brokerage assets.
• Deepen relationships with Citi Personal Wealth Management clients.
• Respond to referrals and recommend suitable offerings.
• Provide investment advice using firm models and research.
• Refer opportunities to segment partners.
• Acquire new clients through referrals and networking.
• Ensure compliance with KYC/AML and regulations.
• Coach and lead team members and new recruits.

Skills

5-8 years experience

Analytical skills

Verbal & written communication

Detail oriented

Self-starter / problem solver

SIE Series 7 66 licenses

Group 1 Insurance License

Mortgage loan originator registry

Microsoft Office proficiency

Financial planning software

Education

Bachelor's degree

Tools

Microsoft Office (Excel/Outlook/Word)

Financial planning software

Job description

Citi Global Wealth in East Meadow, NY seeks a Senior Wealth Advisor to deliver comprehensive financial and investment advice for CitiGold and CitiGold Private Client segments. You will collaborate with a Wealth team to meet client needs and manage portfolios.

The role emphasizes strong client relationships, regulatory compliance, and strategic planning, with a hybrid work arrangement and access to a broad investment platform.