Senior Wealth Advisor & Financial Planning Specialist

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

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