Senior Wealth Advisor, Private Client Excellence

Citigroup Inc.; Paramus (NJ); On-site; USD 70,000 - 120,000; Full time

Job summary

Citi is seeking a Senior Wealth Advisor in Paramus, NJ to serve Citigold and Citigold Private Client clients. You will deliver comprehensive financial and investment guidance, leveraging Citi’s Wealth platform and research to tailor solutions for affluent clients.

You will collaborate with a Wealth team, including planners and lending specialists, to meet client goals. Primary responsibility is building new assets, deepening relationships, and ensuring compliance and regulatory standards while

Qualifications

• 5-8 years of experience serving in a financial advisory capacity.
• Securities Industry Essentials – SIE, Series 7, 66 (or 63/65) licenses.
• Group 1 Insurance License.
• Mortgage loan originator registration with NMLS and applicable SAFE Act requirements.

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/suitability assessments.
• Make securities recommendations and provide investment advice using firm models and research.
• Refer opportunities to segment partners where appropriate and acquire new clients through referrals.

Skills

Financial planning

Communication

Analytical skills

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Citi is seeking a Senior Wealth Advisor in Paramus, NJ to serve Citigold and Citigold Private Client clients. You will deliver comprehensive financial and investment guidance, leveraging Citi’s Wealth platform and research to tailor solutions for affluent clients.

You will collaborate with a Wealth team, including planners and lending specialists, to meet client goals. Primary responsibility is building new assets, deepening relationships, and ensuring compliance and regulatory standards while