Senior Wealth Advisor: Growth & Trusted Guidance

Citi; Bethesda (MD); Vor Ort; USD 63.000 - 77.000; Vollzeit

Benefits dieser Stelle

Medical, Dental & Vision

401(k)

Life, Accident & Disability Insurance

Wellness Programs

Paid Time Off

Zusammenfassung

Citi in Bethesda, MD is seeking a Wealth Relationship Advisor SAFE Act, a senior role responsible for building and deepening client relationships to grow bank and brokerage assets. You will apply financial planning skills and strong discovery to tailor recommendations.

You will coordinate with branch teams, ensure KYC/AML compliance, and maintain regulatory standards while delivering excellent in-branch client experiences. A bachelor's degree and relevant licenses are required.

Qualifikationen

• Bachelor's degree or equivalent experience.
• 5–8 years in sales/service in financial services.
• Strong analytical and financial skills.
• Excellent verbal and written communication.
• Detail-oriented and highly organized.
• Proficient with Excel, Outlook and Word; experience with financial planning software preferred.
• Understanding of investments and financial planning strategies.
• Self-driven, problem-solver and team player.
• Must hold SIE; active Series 7/66 (or 63/65) licenses.
• Group 1 insurance license.
• Mortgage loan originator registration with NMLS and required annual renewal.

Aufgaben

• Build relationships to bring in new bank and brokerage assets.
• Deepen relationships with PWM and Retail customers using financial planning and discovery.
• Respond to referrals and recommend best offerings.
• Provide investment advice using firm models and research.
• Refer opportunities to segment partners as appropriate.
• Acquire new clients through referrals.
• Manage client follow-up and adhere to compliance procedures.
• Ensure KYC/AML compliance and regulatory adherence.
• Collaborate with branch team for positive in-branch experience.
• Assess risk with regard to firm reputation and policy.

Kenntnisse

Sales experience

Financial analysis

Communication skills

Attention to detail

Microsoft Office

Financial planning software

Self-starter

SIE license

Series 7/66

Regulatory compliance

Ausbildung

Bachelor's degree

Jobbeschreibung

Citi in Bethesda, MD is seeking a Wealth Relationship Advisor SAFE Act, a senior role responsible for building and deepening client relationships to grow bank and brokerage assets. You will apply financial planning skills and strong discovery to tailor recommendations.

You will coordinate with branch teams, ensure KYC/AML compliance, and maintain regulatory standards while delivering excellent in-branch client experiences. A bachelor's degree and relevant licenses are required.