Senior Wealth Advisor | North Jersey

Citi; Paramus (NJ); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off

Job summary

Citi Global Wealth is hiring a Senior Wealth Advisor in Paramus, NJ to provide comprehensive financial and investment advice to Citigold segments. You’ll collaborate with Wealth teams to meet needs of affluent clients and work with a broad set of investment solutions and research.

The role demands strong sales, regulatory compliance, and leadership within the team. A mortgage origination registration and appropriate licenses are required.

Qualifications

• 5-8 years of experience in a financial advisory capacity.
• Proactive sales and service experience in financial services.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Knowledge of Microsoft Office (Excel, Outlook, Word) and financial planning software is a plus.
• Self-starter who can work without direction.
• SIE, Series 7, 66 (or 63/65) licenses required.
• Group 1 Insurance License required.
• Registration as mortgage loan originator with Nationwide Mortgage Licensing System and Registry required.

Responsibilities

• Build relationships with new clients to bring in bank and brokerage assets.
• Deepen relationships with existing clients using financial planning and profiling.
• Respond to referrals and advise on best offerings based on client profiling.
• Make securities recommendations using firm models and research.
• Cultivate referral opportunities to grow portfolio.
• Refer opportunities to segment partners as appropriate.
• Acquire new clients through converting referral leads.
• Manage client follow-up and comply with regulatory procedures.
• Adhere to KYC/AML and other compliance norms.
• Partner with branch team to ensure positive in-branch experience.
• Assess risk in business decisions and uphold Citi policies and ethics.
• Lead and coach team members, including training new recruits.

Skills

Analytical skills

Verbal & written communication

Attention to detail

Self-motivated

Problem solving

Team player

Education

Bachelor's degree

Tools

Microsoft Office

Financial planning software

Job description

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.

The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.

Citi has many locations across the United States and is looking for top talent. If you see this posting but don’t see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options.

Job Responsibilities

• Build relationships with new clients with the goal of bringing in new bank and brokerage assets
• Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills
• Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
• Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research
• Master referral opportunities to grow portfolio
• Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)
• Acquire new clients through converting referral leads
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
• Ensure strict adherence to KYC/AML and other compliance norms
• Partner with all roles on branch team to ensure all clients have a positive in-branch experience
• 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
• Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits

Qualifications and Skills

• 5-8 years of experience serving in a financial advisory capacity
• Experience in a proactive, successful 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 Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
• Basic understanding of investment and financial planning strategies preferred
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
• Securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses
• Group 1 Insurance License
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures

Education

• Bachelor's/University degree or equivalent experience

Job Family Group

Private Client Coverage

Job Family

Financial Planning Services

Time Type

Full time

Primary Location

Paramus New Jersey United States

Primary Location Full Time Salary Range

$70,000.00 - $120,000.00

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.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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.