Senior Wealth Advisor - Growth & Client Strategy

Citi; Paramus (NJ); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability ins.

Wellness programs

Paid time off

Job summary

Citi is seeking a Private Client Advisor in Paramus, NJ. You will build and deepen relationships with high-net-worth clients, provide investment guidance, and drive asset growth across banking and brokerage products.

The role requires strong analytical, communication, and compliance capabilities, with 5–8 years in financial advisory. A Bachelor's degree is required and a mortgage originator registration may be needed.

Qualifications

• 5-8 years of experience in financial advisory
• Strong analytical and financial skills
• Strong verbal and written communication skills

Responsibilities

• Build relationships with new clients to bring in bank and brokerage assets
• Deepen relationships with existing Citi Private Bank, Citi Personal Wealth Management and Retail clients via financial planning and profiling
• Respond to referrals and recommend best offerings based on profiling and suitability assessments
• Make securities recommendations and provide investment advice using firm models and research
• Master referral opportunities to grow portfolio
• Refer opportunities to segment partners (e.g., Small Business, Home Lending)
• Acquire new clients through converting referral leads
• Manage client follow-up and adhere to regulatory and compliance procedures
• Ensure strict compliance with KYC/AML and other norms
• Partner with branch team to ensure positive in-branch experience
• Assess risk and drive compliance, escalate and report control issues
• Lead and coach teams, including training new recruits

Skills

Strong analytical skills

Strong communication

Attention to detail

Self-starter/problem solver

Team player

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Financial planning software

Job description

Citi is seeking a Private Client Advisor in Paramus, NJ. You will build and deepen relationships with high-net-worth clients, provide investment guidance, and drive asset growth across banking and brokerage products.

The role requires strong analytical, communication, and compliance capabilities, with 5–8 years in financial advisory. A Bachelor's degree is required and a mortgage originator registration may be needed.