Senior Wealth Advisor: Client Growth & Planning

Citi; Boca Raton (FL); On-site; USD 63,000 - 77,000; Full time

Job summary

Citi is seeking a Senior Wealth Advisor to build and deepen client relationships, recommend securities, and manage risk within regulatory guidelines. The role requires in-depth knowledge of wealth management and the ability to coordinate with branch teams to deliver a seamless client experience.

Responsibilities include originating new assets, applying financial planning expertise, and ensuring KYC/AML compliance across client interactions.

Qualifications

• 5-8 years of experience in financial services sales and service.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Must be a self-starter, problem solver and team player.

Responsibilities

• Build relationships with new clients to bring in assets.
• Deepen relationships with existing clients through financial planning and profiling.
• Respond to referrals and recommend best offerings based on profiling.
• Make securities recommendations using firm models and research.
• Master referral opportunities to grow the portfolio.
• Acquire new clients through referrals and partnerships.
• Maintain client follow-up and adhere to regulatory procedures (KYC/AML).
• Partner with branch team to ensure positive in-branch experience.
• Assess risk in business decisions, maintaining firm reputation.

Skills

Relationship building

Financial analysis

Communication skills

Self-starter

Education

Bachelor's degree

Tools

Microsoft Office

Financial planning software

SIE

Series 7/66 (63/65) licenses

Job description

Citi is seeking a Senior Wealth Advisor to build and deepen client relationships, recommend securities, and manage risk within regulatory guidelines. The role requires in-depth knowledge of wealth management and the ability to coordinate with branch teams to deliver a seamless client experience.

Responsibilities include originating new assets, applying financial planning expertise, and ensuring KYC/AML compliance across client interactions.