Senior Wealth Advisor for High Net Worth Clients

Sacbar; San Jose, Northern (CA, KY); Hybrid; USD 88,000 - 133,000; Full time

Job summary

Citi in San Jose, California seeks a Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act to serve affluent clients with tailored financial planning, banking and investment solutions.

You will lead client relationships, coordinate with product specialists, coach new recruits, and ensure KYC/AML compliance. Must hold US FINRA registrations and register as a mortgage loan originator as required by Regulators.

Qualifications

• Bachelor's degree or equivalent experience.
• 5-8 years of professional experience in wealth management or financial planning.
• Strong analytical and financial skills.
• Excellent verbal and written communication.
• Experience with Microsoft Office and planning software preferred.
• Must obtain US FINRA registrations within 150 days.

Responsibilities

• Identify and deepen relationships to gain wallet share with affluent clients.
• Assess complex financial needs and offer holistic solutions.
• Collaborate with product specialists to tailor banking and investment plans.
• Provide high-touch, face-to-face client engagement.
• Refer opportunities to segment partners when appropriate.
• Ensure compliance with KYC/AML and regulatory procedures.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Detail oriented

MS Office

Money Guide Pro

NaviPlan

Financial planning software

Investment knowledge

Self-starter

Problem solving

Team player

FINRA registration

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in San Jose, California seeks a Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act to serve affluent clients with tailored financial planning, banking and investment solutions.

You will lead client relationships, coordinate with product specialists, coach new recruits, and ensure KYC/AML compliance. Must hold US FINRA registrations and register as a mortgage loan originator as required by Regulators.