Senior Wealth Advisor for High-Net-Worth Clients

Citi; East Meadow (NY); On-site; USD 63,000 - 77,000; Full time

Job summary

Citi is seeking a Senior Wealth Advisor to deliver comprehensive financial guidance to Citigold and Citigold Private Client clients in the East Meadow, NY area. You will collaborate with Wealth team members to meet the financial needs of affluent clients and coordinate with specialists (financial planners, insurance, portfolio consultants, and home lending officers).

Responsibilities include building new client relationships, expanding assets, and ensuring KYC/AML compliance while maintaining a

Qualifications

• Bachelor's degree required or equivalent experience.
• Securities Industry Essentials (SIE) required; Series 7, 66 licenses (or 63/65) preferred.
• Group 1 Insurance License required.
• Mortgage loan originator registration with NMLS required and annual renewal.

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 the best offering based on profiling and suitability.
• Make securities recommendations using firm models and research.
• Lead and coach teams; support colleagues and partners.

Skills

Strong analytical and financial skills

Strong verbal and writtencommunication

Self-starter problem-solver

Team player

Organized with attention to detail

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Financial planning software

Job description

Citi is seeking a Senior Wealth Advisor to deliver comprehensive financial guidance to Citigold and Citigold Private Client clients in the East Meadow, NY area. You will collaborate with Wealth team members to meet the financial needs of affluent clients and coordinate with specialists (financial planners, insurance, portfolio consultants, and home lending officers).

Responsibilities include building new client relationships, expanding assets, and ensuring KYC/AML compliance while maintaining a