Senior Wealth Advisor | CT Private Client (Hybrid)

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

Job summary

Citi Global Wealth in Greenwich, CT is seeking a Senior Wealth Advisor to deliver comprehensive financial and investment guidance to Citigold and Private Client segments. You will work with a Wealth team to meet the needs of affluent clients, leveraging leading investment solutions and research.

Responsibilities include acquiring new clients, deepening existing relationships, and providing tailored investment advice while maintaining strict KYC/AML and regulatory standards.

Qualifications

• 5-8 years of experience in financial advisory
• Strong sales and service background in financial services
• Strong analytical and financial skills
• Excellent verbal and written communication
• Organized with attention to detail
• Proficient in MS Office; familiarity with financial planning software
• Licensing: SIE, Series 7, 66 (or 63/65) and Mortgage license preferred

Responsibilities

• Build relationships with new clients to generate assets
• Deepen relationships with existing clients using financial planning and profiling
• Respond to referrals and recommend best offerings per client profile
• Provide investment advice using firm models and research
• Collaborate with team members and refer opportunities to partners
• Adhere to KYC/AML and compliance policies
• Coach and train junior staff as needed

Skills

Financial advisory

Sales experience

Analytical skills

Communication

Attention to detail

MS Office

Financial planning software

Education

Bachelor's degree

Tools

SIE License

Series 7

Series 66

Series 63/65

Mortgage license

Job description

Citi Global Wealth in Greenwich, CT is seeking a Senior Wealth Advisor to deliver comprehensive financial and investment guidance to Citigold and Private Client segments. You will work with a Wealth team to meet the needs of affluent clients, leveraging leading investment solutions and research.

Responsibilities include acquiring new clients, deepening existing relationships, and providing tailored investment advice while maintaining strict KYC/AML and regulatory standards.