Senior Wealth Advisor: HNW Investment & Planning

Citi; Greenwich (CT); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Paid time off

Job summary

Citi Global Wealth seeks a Senior Wealth Advisor in Greenwich, CT, serving Citi Private Bank and Citigold segments. You will deliver financial planning, investment advice, and comprehensive wealth management solutions, partnering with Wealth Relationship Managers and specialists.

The role emphasizes rigorous client profiling, regulatory compliance, and sales-driven growth across bank and brokerage assets, with a path toward leadership within Private Client Coverage.

Qualifications

• 5–8 years of experience serving in a financial advisory capacity.
• Experience in a proactive sales and service role in the financial services industry.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Knowledge of MS Office (Excel, Outlook, Word) and financial planning software preferred.
• Basic understanding of investment and financial planning strategies.
• Must be a self-starter, problem solver and team player.
• Securities Industry Essentials (SIE), Series 7, 66 (or 63/65) licenses.
• Group 1 Insurance License.
• Registration as a mortgage loan originator with the Nationwide Mortgage Licensing System is required.

Responsibilities

• Build relationships with new clients to bring in bank and brokerage assets.
• Deepen relationships with existing Citi Personal Wealth Management and Retail bank clients.
• Respond to referrals and recommend the best offering based on profiling and assessments.
• Make securities recommendations using firm models and research.
• Master referral opportunities to grow the portfolio.
• Refer opportunities to segment partners when appropriate.
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to compliance procedures.
• Ensure adherence to KYC/AML and other compliance norms.
• Partner with branch team to ensure positive in-branch experience.
• Assess risk and escalate issues to protect Citi and clients.
• Lead teams, coach and train new recruits.

Skills

Financial advisory

Sales & service

Analytical skills

Communication skills

Attention to detail

MS Office

Financial planning software

Investment strategies

Self-starter

Team player

SIE

Series 7

Series 66

Series 63/65

Education

Bachelor's degree

Job description

Citi Global Wealth seeks a Senior Wealth Advisor in Greenwich, CT, serving Citi Private Bank and Citigold segments. You will deliver financial planning, investment advice, and comprehensive wealth management solutions, partnering with Wealth Relationship Managers and specialists.

The role emphasizes rigorous client profiling, regulatory compliance, and sales-driven growth across bank and brokerage assets, with a path toward leadership within Private Client Coverage.