Senior Wealth Advisor for High Net Worth Clients

Citi; Village of Westbury (NY); On-site; USD 88,400 - 132,600; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

Citi, located in Westbury, New York, is searching for a Wealth Relationship Management Senior Analyst. This seasoned professional will engage with affluent clients, offering tailored financial solutions with a focus on compliance and risk assessment.

Successful candidates will have 5-8 years of relevant experience, strong analytical and financial skills, and must hold necessary FINRA registrations. Opportunities for growth and competitive benefits accompany this full-time role.

Qualifications

• 5-8 years of experience in a financial role.
• Knowledge of financial planning strategies.
• Required US FINRA Registration: SIE, Series 6, 63, and 65 or Series 7 and 66.

Responsibilities

• Identify and deepen relationships with affluent clients.
• Provide holistic financial solutions based on client needs.
• Ensure compliance with KYC/AML and regulatory guidelines.

Skills

Analytical skills

Financial skills

Verbal communication

Attention to detail

Self-starter

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citi, located in Westbury, New York, is searching for a Wealth Relationship Management Senior Analyst. This seasoned professional will engage with affluent clients, offering tailored financial solutions with a focus on compliance and risk assessment.

Successful candidates will have 5-8 years of relevant experience, strong analytical and financial skills, and must hold necessary FINRA registrations. Opportunities for growth and competitive benefits accompany this full-time role.