Senior Wealth Advisor for High-Net-Worth Clients

Citi; San Francisco (CA); On-site; USD 70,000 - 200,000; Full time

Job summary

Citi is seeking a Senior Wealth Advisor in San Francisco to deliver comprehensive financial advice to Citigold and Citigold Private Client segments. You will collaborate with a Wealth team to meet the financial needs of affluent clients, leveraging broad investment solutions and research to tailor guidance.

The role requires strong sales, advisory experience, and active licenses; you will work closely with a Wealth Relationship Manager and specialized professionals to ensure compliant,

Qualifications

• 5–8 years of experience in a financial advisory capacity.
• Securities Industry Essentials (SIE), Series 7, 66 (or 63/65) licenses.
• Group 1 Insurance License.
• Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier.

Responsibilities

• Build relationships with new clients to bring in bank and brokerage assets.
• Deepen relationships with existing Citi Personal Wealth Management and Retail clients.
• Respond to referrals and recommend best offering based on profiling and suitability.
• Make securities recommendations and provide investment advice using firm models and research.
• Master referral opportunities to grow portfolio.
• Refer opportunities to segment partners as appropriate.
• 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 positive in-branch experience.
• Assess risk in business decisions and escalate control issues transparently.
• Occasionally lead teams, coaching and training new recruits.

Skills

Financial advisory

Sales experience

Analytical skills

Communication skills

Organization

MS Office

Education

Bachelor's degree

Tools

Financial planning software

Job description

Citi is seeking a Senior Wealth Advisor in San Francisco to deliver comprehensive financial advice to Citigold and Citigold Private Client segments. You will collaborate with a Wealth team to meet the financial needs of affluent clients, leveraging broad investment solutions and research to tailor guidance.

The role requires strong sales, advisory experience, and active licenses; you will work closely with a Wealth Relationship Manager and specialized professionals to ensure compliant,