Senior Wealth Advisor: High‑Net‑Worth Banking & Planning

Citi; New York (NY); On-site; USD 88,000 - 133,000; Full time

Job summary

Citi is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in Flushing, NY, to deepen client relationships among affluent and High Net Worth clients. You will profile clients, assess financial needs, and provide holistic solutions with the support of product specialists.

The role requires strong analytical and communication skills, FINRA licensing, and life insurance credentials. Full-time on-site position with opportunity to collaborate across branch teams and meet regulatory

Qualifications

• Bachelor's degree or equivalent experience required.
• Current US FINRA registration: SIE, Series 6/63/65 or Series 7/66 or equivalent.
• Life insurance license required.
• Mortgage loan originator registration with the Nationwide Mortgage Licensing System and Registry (Registry) required within 150 days.

Responsibilities

• Identify, build and deepen client relationships to gain incremental wallet share of affluent and HNW segments.
• Anticipate complex financial needs and offer holistic solutions across products and services.
• Coordinate with product specialists to address banking, credit and investment needs.
• Provide high-touch, face-to-face client engagement and ongoing communication.
• Refer opportunities to segment partners (Lending Consultants, Financial Advisors, etc.).
• Organize client events to strengthen relationships and grow portfolio.
• Source new clients through referrals and manage follow-up.
• Ensure compliance with KYC/AML and regulatory procedures.

Skills

Analytical skills

Verbal communication

Written communication

Attention to detail

Microsoft Office

Self-starter

Client relationship skills

Financial planning knowledge

Education

Bachelor's/University degree or equivalent experience

FINRA SIE/Series 6/63/65 OR Series 7/66

Life insurance license

Mortgage loan originator registration (SAFE Act)

Tools

NaviPlan Select

MS Office Suite

Job description

Citi is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in Flushing, NY, to deepen client relationships among affluent and High Net Worth clients. You will profile clients, assess financial needs, and provide holistic solutions with the support of product specialists.

The role requires strong analytical and communication skills, FINRA licensing, and life insurance credentials. Full-time on-site position with opportunity to collaborate across branch teams and meet regulatory