Senior Wealth Advisor — High Net Worth Planning

Citigroup Inc.; Plainview (NY); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Paid time off

Job summary

Citigroup Inc. in Plainview, NY seeks a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst to advance client relationships and drive holistic financial solutions. The role emphasizes in-depth analytics, regulatory compliance, and a client-first approach.

The position involves leadership within teams, coaching new recruits, and coordinating with product specialists to meet complex client needs while maintaining strict KYC/AML standards. Full-time status with competitive benefits.

Qualifications

• 5-8 years of experience in wealth management or financial planning.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Familiarity with Money Guide Pro or NaviPlan is preferred.

Responsibilities

• Identify and deepen relationships to gain wallet share with affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Provide regular value-added engagement with clients face-to-face at preferred locations.
• Master referrals to grow portfolio and proactively source high value clients.
• Ensure compliance with KYC/AML and Citi policies.

Skills

Analytical skills

Verbal and written communication

Microsoft Office

Money Guide Pro / NaviPlan Select

Client relationship management

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. in Plainview, NY seeks a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst to advance client relationships and drive holistic financial solutions. The role emphasizes in-depth analytics, regulatory compliance, and a client-first approach.

The position involves leadership within teams, coaching new recruits, and coordinating with product specialists to meet complex client needs while maintaining strict KYC/AML standards. Full-time status with competitive benefits.