Senior Wealth Advisor | Los Angeles

Citigroup Inc.; Los Angeles (CA); On-site; USD 70,000 - 200,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Life, accident, and disability insurance

Paid time off packages

Job summary

Citigroup Inc. is looking for a skilled Financial Advisor to offer a wide range of financial services to Ultra high Net Worth clients in Los Angeles. You will manage high-value accounts and develop personalized financial strategies.

The ideal candidate will have 6-10 years of experience, required licenses, and excellent communication skills. Benefits include comprehensive medical coverage, a 401(k), and competitive salary packages.

Qualifications

• 6-10 years of experience required.
• Must have NYSE Series 7 and 66 licenses.
• Strong financial background is crucial.
• Ability to communicate effectively with colleagues and clients.

Responsibilities

• Provide financial and investment services to Ultra high Net Worth clients.
• Manage accounts and develop financial strategies with Private Bankers.
• Conduct market analyses and analyze economic trends.
• Evaluate investments, recommend changes and adhere to prospecting codes.

Skills

Experience (6-10 years)

Communication skills

Financial background

Technical proficiency in software (e.g., Microsoft Word, Excel)

Knowledge of Bloomberg

Education

Bachelor's/University degree

Master’s degree preferred

Job description

Financial Advisor Overview

The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities

• Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.
• Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.
• Conduct sophisticated economic and financial market analyses.
• Analyze economic trends/activities and advise the effects on the investors' portfolios.
• Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
• Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
• Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

• 6-10 years of experience
• NYSE Series 7 and 66 licenses and additional licensing as needed
• Proficient in software applications (ex. Microsoft Word, Excel)
• Knowledge of Bloomberg a definite asset
• Ability to communicate with co-workers and clients.
• Excellent written and communication skills.
• Strong financial background

Education

• Bachelor's/University degree, Master’s degree preferred

Benefits

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Salary

Primary Location Full Time Salary Range: $70,000.00 - $200,000.00

Equal Opportunity Statement

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.