Senior Wealth Advisor, Private Client

Citi; Town of Greenburgh (NY); On-site; USD 60,000 - 81,000; Full time

Job summary

Citi is seeking a Senior Wealth Advisor in Greenburgh, NY, to serve Citi Private Bank and Citigold segments. You will deliver comprehensive financial guidance, build new client relationships, and deepen existing ones with robust investment solutions and planning tools.

The role requires licensure, strong communication, and disciplined regulatory adherence. The position emphasizes coaching, collaboration with a Wealth team, and a proactive approach to growing client assets while maintaining

Qualifications

• 5–8 years of financial advisory experience.
• Proactive sales and service track record in financial services.
• Strong analytical and financial skills; effective communicator.
• Licensed: SIE, Series 7 and 66 (or 63/65) and Group 1 Insurance.
• Mortgage loan originator registration and Citi policies compliance.

Responsibilities

• Build relationships to bring in bank and brokerage assets.
• Deepen relationships via financial planning and discovery profiling.
• Respond to referrals and recommend best offerings based on client needs.
• Provide investment advice using firm models and research.
• Grow portfolios through referrals and strategic opportunities.
• Collaborate with branch team to ensure positive in-branch experience.
• Adhere to KYC/AML and regulatory compliance; escalate control issues.

Skills

Financial advisory

Sales and client service

Analytical skills

Communication

Attention to detail

MS Office

Investment planning

Licensing: SIE/Series 7/66

Education

Bachelor's degree

Tools

MS Office

Job description

Citi is seeking a Senior Wealth Advisor in Greenburgh, NY, to serve Citi Private Bank and Citigold segments. You will deliver comprehensive financial guidance, build new client relationships, and deepen existing ones with robust investment solutions and planning tools.

The role requires licensure, strong communication, and disciplined regulatory adherence. The position emphasizes coaching, collaboration with a Wealth team, and a proactive approach to growing client assets while maintaining