Senior Wealth Advisor, Private Client Banking

Citi; New York (NY); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off

Wellness programs

Job summary

Citi in Miramar, FL is seeking a Senior Wealth Advisor SAFE Act to build and grow private client assets through proactive relationship management and tailored financial planning. You will coordinate with Citi Personal Wealth Management and Retail teams, handling referrals and delivering disciplined investment guidance.

The role requires FINRA registrations, mortgage origination registration, and strong communication skills. Full-time position with competitive benefits and salary range.

Qualifications

• 5-8 years of experience.
• Experience in proactive sales and service in the financial services industry.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• MS Office (Excel, Outlook, Word) and financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Self-starter, problem solver and a goal-oriented team player.
• US FINRA Registration: SIE; Series 7; Series 66 (or Series 63 + Series 65).
• Group 1 Insurance Licenses.
• Mortgage loan originator registration with the Nationwide Mortgage Licensing System.

Responsibilities

• Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
• Deepen relationships with existing clients through financial planning and discovery skills.
• Respond to referrals and recommendations based on profiling and suitability assessments.
• Make securities recommendations and provide investment advice using firm models and research.
• Master referral opportunities to grow portfolio.
• Refer opportunities to segment partners where appropriate.
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to regulatory and compliance procedures.
• Ensure KYC/AML and other compliance norms are strictly adhered to.

Skills

Sales experience

Relationship building

Analytical skills

Communication skills

Attention to detail

Self-starter

Problem solving

Education

Bachelor’s degree

Tools

Excel

Outlook

Word

Job description

Citi in Miramar, FL is seeking a Senior Wealth Advisor SAFE Act to build and grow private client assets through proactive relationship management and tailored financial planning. You will coordinate with Citi Personal Wealth Management and Retail teams, handling referrals and delivering disciplined investment guidance.

The role requires FINRA registrations, mortgage origination registration, and strong communication skills. Full-time position with competitive benefits and salary range.