Senior Wealth Advisor, Private Client Banking

Citi; New York (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

Citi Private Wealth seeks a Senior Wealth Advisor in Elmhurst, NY to deliver comprehensive financial and investment guidance for Citi Gold and Citi Private Client segments. You will work with a Wealth team and specialists to tailor solutions for affluent clients, while upholding regulatory standards.

You will build and deepen client relationships, present investment strategies, and coordinate with branch teams to deliver exceptional in-branch service.

Qualifications

• Bachelor's degree required or equivalent experience.
• 5–8 years of financial advisory experience.
• SIE, Series 7 and 66 (or 63/65) licenses required.
• Group 1 Insurance License required.
• Mortgage loan originator registration and identifier required.

Responsibilities

• Build relationships to bring in bank and brokerage assets.
• Deepen relationships with existing Citi clients using financial planning skills.
• Provide investment advice using firm models and research.
• Refer opportunities to segment partners when appropriate.
• Ensure compliance with KYC/AML and Citi policies.
• Lead and train team members as needed.

Skills

Financial advisory experience

Analytical skills

Communication skills

Attention to detail

Microsoft Office / financial planning

Self-starter / problem solver

Licenses: SIE, Series 7, 66 (or 63/65)

Insurance license (Group 1)

Mortgage loan origination registration

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Financial planning software

Job description

Citi Private Wealth seeks a Senior Wealth Advisor in Elmhurst, NY to deliver comprehensive financial and investment guidance for Citi Gold and Citi Private Client segments. You will work with a Wealth team and specialists to tailor solutions for affluent clients, while upholding regulatory standards.

You will build and deepen client relationships, present investment strategies, and coordinate with branch teams to deliver exceptional in-branch service.