Senior Wealth Advisor for High‑Net‑Worth Clients

Citi; Greenwich (CT); On-site; USD 60,000 - 81,000; Full time

Benefits offered by this job

Discretionary incentive awards

Comprehensive employee benefits

Paid time off

Job summary

Citi in Greenwich, CT is seeking a Senior Wealth Advisor to serve Citi Private Bank, Citi Gold and Citi Private Client segments. You will deliver comprehensive financial advice, leverage leading investment solutions, and collaborate with Wealth teammates to meet needs of affluent clients.

The role emphasizes relationship building, compliance, and leadership within the team, with a focus on expanding assets and delivering tailored financial planning guidance.

Qualifications

• 5-8 years of experience in a financial advisory capacity.
• 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, 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.
• Securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses.
• Group 1 Insurance License.
• Register as a mortgage loan originator with NMLS and obtain a unique identifier.

Responsibilities

• Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
• Deepen relationships with existing clients in Citi Private Wealth Management and Retail bank through the use of financial planning and discovery and profiling.
• Respond to referrals and introductions and recommend the best offering based on profiling and suitability assessments.
• Make securities recommendations and provide investment advice using firm models and research.
• Master referral opportunities to grow portfolio.
• Refer opportunities to segment partners where appropriate (including Small Business Partners, Home Lending Officer, etc.).
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to Regulatory and Compliance procedures.
• Ensure strict adherence to KYC/AML and other compliance norms.
• Partner with branch team to ensure in-branch positive client experience.
• Assess risk when business decisions are made with ethical judgment and compliance in mind.
• Lead and train teams, coaching new recruits.

Skills

Sales & client relationships

Financial analysis

Verbal & written communication

MS Office proficiency (Excel/Outlook/워

Self-motivated / independent

Education

Bachelor's degree

Tools

Financial planning software

Job description

Citi in Greenwich, CT is seeking a Senior Wealth Advisor to serve Citi Private Bank, Citi Gold and Citi Private Client segments. You will deliver comprehensive financial advice, leverage leading investment solutions, and collaborate with Wealth teammates to meet needs of affluent clients.

The role emphasizes relationship building, compliance, and leadership within the team, with a focus on expanding assets and delivering tailored financial planning guidance.