Senior Wealth Advisor for Private Client Growth

Citi; New York (NY); Hybrid; USD 60,000 - 81,000; Full time

Job summary

Citi is hiring a Senior Wealth Advisor for the DMV market, based in Bethesda, MD. The role focuses on providing comprehensive financial and investment guidance to Citigold and Citigold Private Client segments.

You will work with a Wealth team to meet the needs of affluent clients, including collaboration with planners, insurance specialists, and home lending officers, while maintaining strict regulatory and compliance standards.

Qualifications

• 5-8 years of experience in financial advisory
• Strong analytical and financial skills
• Strong verbal and written communication skills
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and financial planning software preferred
• Must be a self-starter, problem solver and team player
• Licenses: SIE, Series 7, 66 (or 63/65) and Group 1 Insurance
• Mortgage loan originator registry and identifier requirements

Responsibilities

• Build relationships with new clients with the goal of bringing in new bank and brokerage assets
• Deepen relationships with existing clients through financial planning and profiling skills
• Respond to referrals and introductions and recommend the best offering based on client 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 where 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 with transparency
• Lead and coach junior staff and new recruits

Skills

Financial planning

Sales experience

Communication skills

Regulatory compliance

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Citi is hiring a Senior Wealth Advisor for the DMV market, based in Bethesda, MD. The role focuses on providing comprehensive financial and investment guidance to Citigold and Citigold Private Client segments.

You will work with a Wealth team to meet the needs of affluent clients, including collaboration with planners, insurance specialists, and home lending officers, while maintaining strict regulatory and compliance standards.