Senior Wealth Advisor for UHNW Private Clients

Citigroup Inc.; New York (NY); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Medical coverage

Dental & vision coverage

401(k)

Life, disability insurance

Wellness programs

Paid time off

Job summary

Citigroup Inc. is seeking a Senior Wealth Advisor in New York to provide comprehensive financial guidance to Citigold and Citigold Private Client segments. You will collaborate with a Wealth team to meet affluent clients' needs, leveraging Citi's investment solutions and research to tailor recommendations.

The role emphasizes client relationships, regulatory compliance, and leadership within branch teams, with a base salary around $70,000 per year plus incentive opportunities and robust benefits.

Qualifications

• Bachelor's degree or equivalent experience.
• Licenses: SIE, Series 7, 66 (or 63/65) and Insurance.
• Mortgage originator registration required for Citi reference.

Responsibilities

• Build relationships with new clients to bring in assets.
• Deepen relationships with existing clients via planning and discovery.
• Respond to referrals and recommend best offerings based on profiling.
• Make securities recommendations using firm models and research.
• Grow portfolio through referrals and cross-team collaboration.
• Ensure compliance with KYC/AML and regulatory procedures.
• Lead and coach team members as needed.

Skills

Financial advisory

Analytical skills

Communication skills

Attention to detail

MS Office

Planning software

Investment planning

Self-starter

SIE Series 7/66

Insurance license

Mortgage originator license

Education

Bachelor's degree

Tools

Microsoft Excel

Financial planning software

Job description

Citigroup Inc. is seeking a Senior Wealth Advisor in New York to provide comprehensive financial guidance to Citigold and Citigold Private Client segments. You will collaborate with a Wealth team to meet affluent clients' needs, leveraging Citi's investment solutions and research to tailor recommendations.

The role emphasizes client relationships, regulatory compliance, and leadership within branch teams, with a base salary around $70,000 per year plus incentive opportunities and robust benefits.