Senior Wealth Advisor: Growth-Focused Client Partner

Citigroup Inc.; Boca Raton (FL); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

Citigroup Inc. is looking for a Senior Wealth Advisor in Boca Raton. This role requires at least 5 years of experience in financial services, focusing on building relationships with clients and providing tailored investment advice. The position demands strong analytical abilities and communication skills.

In addition to a competitive salary of $70,000, Citi offers a range of employee benefits, including health coverage, a 401(k), and paid time off. This is a great opportunity to advance your career in a supportive work environment.

Qualifications

• 5-8 years of experience in financial services.
• Must have relevant licenses (SIE, Series 7, 66 or equivalents).
• Proven ability to build and maintain client relationships.

Responsibilities

• Build relationships with new and existing clients.
• Provide investment advice and recommend securities.
• Ensure compliance with KYC/AML norms.

Skills

Sales and service experience in financial services

Strong analytical skills

Strong verbal and written communication skills

Attention to detail

Self-starter and problem solver

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Financial planning software

Job description

Citigroup Inc. is looking for a Senior Wealth Advisor in Boca Raton. This role requires at least 5 years of experience in financial services, focusing on building relationships with clients and providing tailored investment advice. The position demands strong analytical abilities and communication skills.

In addition to a competitive salary of $70,000, Citi offers a range of employee benefits, including health coverage, a 401(k), and paid time off. This is a great opportunity to advance your career in a supportive work environment.