Senior Wealth Advisor: Grow Elite Client Portfolios

Citibank (Switzerland) AG; Paramus, Northern (NJ, KY); Hybrid; Confidential; Full time

Benefits offered by this job

Medical coverage

Dental & Vision coverage

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off

Paid holidays

Job summary

Citi Global Wealth is seeking a Senior Wealth Advisor in Paramus, NJ to deliver comprehensive financial and investment guidance to Citi Private Bank and Citigold clients. You will partner with Wealth team members to meet the needs of affluent and high-net-worth clients, ensuring a positive in-branch experience and rigorous KYC/AML compliance.

The role requires 5–8 years in financial advisory, licenses (SIE, Series 7/66), and strong analytical and communication skills.

Qualifications

• Bachelor's degree or equivalent experience.
• 5-8 years of experience in a financial advisory capacity.
• Licenses: SIE, Series 7, 66 (or 63/65) required.

Responsibilities

• Build relationships to generate bank and brokerage assets.
• Deepen relationships using financial planning and profiling.
• Provide investment advice using firm models and research.
• Ensure regulatory and compliance procedures are followed.

Skills

Financial advisory

Sales & service

Analytical skills

Verbal & written communication

Microsoft Office

SIE license

Series 7 license

Regulatory compliance

Education

Bachelor's degree or equivalent

Tools

Financial planning software

Microsoft Office (Excel, Outlook, Word)

Job description

Citi Global Wealth is seeking a Senior Wealth Advisor in Paramus, NJ to deliver comprehensive financial and investment guidance to Citi Private Bank and Citigold clients. You will partner with Wealth team members to meet the needs of affluent and high-net-worth clients, ensuring a positive in-branch experience and rigorous KYC/AML compliance.

The role requires 5–8 years in financial advisory, licenses (SIE, Series 7/66), and strong analytical and communication skills.