Senior Wealth Advisor - Grow High-Value Portfolios

Citi

Boca Raton (FL)

On-site

USD 63,000 - 77,000

Full time

7 days ago

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Benefits offered by this job

Medical, dental & vision

401(k)

Life, disability insurance

Paid time off

Job summary

Citi seeks a Senior Wealth Advisor in Boca Raton to build new bank and brokerage assets while deepening relationships with PWM and Retail clients through sophisticated financial planning and discovery. The role requires licenses and strong compliance awareness, with a focus on referrals and cross-segment collaboration.

Ideal candidates have 5–8 years in financial services, solid analytical skills, and excellent communication.

Qualifications

5-8 years in financial services sales/service.
Strong analytical and financial skills.
Strong verbal and written communication.
Detail-oriented with strong organization.
MS Office (Excel/Outlook/Word) and financial planning software a plus.
SIE, Series 7/66 licenses required; mortgage loan originator registration requirements.

Responsibilities

Build relationships with new clients to bring in bank and brokerage assets.
Deepen relationships with PWM and Retail clients using financial planning and discovery.
Respond to referrals and recommend best offerings based on profiling and suitability assessments.
Make securities recommendations and provide investment advice within firm models and research.
Master referral opportunities to grow portfolio and refer opportunities to segment partners.
Acquire new clients through converting referral leads and manage compliance with regulations.