Senior Wealth Advisor: Private Banking & Investment Planning

Citi; Miami (FL); On-site; USD 70,000 - 200,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citi seeks a Senior Wealth Advisor to build and deepen client relationships, providing financial planning and investment guidance within Private Client Coverage in Miami. You will coordinate with branch teams to ensure excellent client experiences and regulatory compliance, while growing assets under management.

The role requires strong communication, SIE/Series licensing, and the ability to navigate complex, high-impact decisions in a fast-paced environment.

Qualifications

• 5-8 years of experience in financial services or wealth advisory.
• Strong analytical and financial skills; excellent communication.
• Must be self-starter, problem solver and team player with regulatory awareness.

Responsibilities

• Build relationships with new clients to bring in bank and brokerage assets.
• Deepen relationships with PWM and Retail clients using financial planning and profiling.
• Respond to referrals and recommend suitable offerings based on profiling.
• Make securities recommendations and provide investment advice using firm models & research.
• Master referral opportunities to grow portfolio; refer opportunities to segment partners.
• Acquire new clients through converting referral leads and ensure compliant operations.
• Coordinate with branch team to ensure positive in-branch experience and adherence to KYC/AML.
• Assess risk in business decisions, safeguarding Citi's reputation and assets.

Skills

Client relationship building

Financial planning

Regulatory compliance

Microsoft Office

Mortgage licensing knowledge

Securities licensing (SIE)

Series 7/66 licensing

Education

Bachelor's degree or equivalent experience

Job description

Citi seeks a Senior Wealth Advisor to build and deepen client relationships, providing financial planning and investment guidance within Private Client Coverage in Miami. You will coordinate with branch teams to ensure excellent client experiences and regulatory compliance, while growing assets under management.

The role requires strong communication, SIE/Series licensing, and the ability to navigate complex, high-impact decisions in a fast-paced environment.