Senior Wealth Advisor — High Net Worth

Citi; San Jose (CA); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Life, accident, and disability ins.

Wellness programs

Paid time off

Job summary

Citi in San Jose, California is seeking a Senior Analyst in Wealth Relationship Management to deepen client relationships among affluent and high-net-worth individuals, using discovery and profiling to tailor financial solutions. The role requires 5–8 years of experience, strong analytical and communication skills, and FINRA registrations.

You will work cross-functionally with product specialists and branch partners to deliver holistic planning and ensure regulatory and compliance standards are

Qualifications

• 5–8 years of experience in wealth management or financial services.
• Demonstrated analytical and financial skills.
• Excellent verbal and written communication.
• Detail-oriented with strong organizational skills.
• Experience with Microsoft Office and financial planning tools.
• FINRA registrations (SIE, Series 6, 63, 65 or 7 and 66) or equivalent.
• Must obtain Mortgage Loan Originator registration within 150 days.
• Bachelor's degree required.

Responsibilities

• Identify and deepen affluent client relationships to gain wallet share.
• Anticipate complex financial needs and offer holistic solutions.
• Provide holistic financial solutions with product specialists.
• High-touch engagement with clients—face-to-face meetings at client locations.
• Proactively source and expand high-value customer relationships.
• Refer opportunities to segment partners where appropriate.
• Organize client events to enhance client bonding.
• Acquire new clients through referral leads and follow-up.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Detail oriented

Microsoft Office

Money Guide Pro

NaviPlan

Investment planning

Self-starter

Problem solving

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in San Jose, California is seeking a Senior Analyst in Wealth Relationship Management to deepen client relationships among affluent and high-net-worth individuals, using discovery and profiling to tailor financial solutions. The role requires 5–8 years of experience, strong analytical and communication skills, and FINRA registrations.

You will work cross-functionally with product specialists and branch partners to deliver holistic planning and ensure regulatory and compliance standards are