Senior Wealth Advisor | Brooklyn

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

Benefits offered by this job

Medical

Dental & Vision coverage

401(k)

Life Insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citi in Brooklyn, NY is seeking a Wealth Relationship Advisor to build and deepen client relationships, promote investment solutions, and drive new asset growth within Private Client Coverage. The role emphasizes financial planning, discovery, and compliant advisory processes.

A strong sales/service background and Series 7/66 (or 63/65) licenses are required, with mortgage origination registration. Full-time opportunity with competitive benefits and a $70,000 salary range, reflecting the SAFE

Qualifications

• Proven sales/service track record in financial services.
• Strong analytical and financial skills are required.
• Excellent verbal and written communication skills.

Responsibilities

• Build relationships with new clients to bring in bank and brokerage assets.
• Deepen existing client relationships using financial planning and profiling skills.
• Provide investment advice and refer opportunities within Citigroup partner network.
• Ensure compliance with KYC/AML and regulatory procedures.
• Coordinate with branch team to deliver positive client experiences.

Skills

Sales & service

Financial planning

Communication

Regulatory compliance

Education

Bachelor's degree

Job description

The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities:

• Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
• Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
• Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
• Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.
• Master referral opportunities to grow portfolio.
• Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
• Ensure that KYC/AML and other compliance norms are strictly adhered to
• Partner with all roles on branch team to ensure all clients have a positive in-branch experience
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 5-8 years of 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
• Basic understanding of investment and financial planning strategies preferred
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
• Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
• Group 1 insurance
• 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, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Education:

• Bachelor's/University degree or equivalent experience

Job Family Group:

Private Client Coverage

Job Family:

Financial Planning Services

Time Type:

Full time

Primary Location:

Brooklyn New York United States

Primary Location Full Time Salary Range:

$70,000.00 - $70,000.00

Citi offers competitive employee benefits, including:

• medical
• dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs

Citi also offers paid time off packages, including:

• planned time off (vacation)
• unplanned time off (sick leave)
• paid holidays

For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.