Senior Wealth Advisor - Private Client Growth

Citi Group; Boca Raton (FL); On-site; USD 60,000 - 70,000; Full time

Job summary

Citi Group in Boca Raton, FL seeks a Senior Wealth Advisor to drive asset growth and provide tailored financial planning and investment guidance. You will build new client relationships, deepen existing ones, and work with partners to deliver compliant, high-quality service.

Requires 5-8 years in financial services, SIE/Series 7/66 licenses, and mortgage loan originator registration under SAFE Act. Salary range shown with full-time benefits and incentive opportunities.

Qualifications

• 5-8 years of experience in sales and service within financial services.
• Securities licenses: SIE, Series 7, and Series 66 (or 63/65).
• Mortgage loan originator registration required under SAFE Act regulations.

Responsibilities

• Build relationships to bring in new bank and brokerage assets.
• Deepen client relationships using financial planning and discovery.
• Provide investment advice and recommendations using firm models and research.
• Manage referrals and collaborate with branch partners to enhance client experience.
• Ensure compliance with KYC/AML and regulatory procedures.

Skills

5-8 years of experience

Analytical skills

Verbal and written communication

SIE license

Series 7 license

Series 66 license

Mortgage loan originator registration

Education

Bachelor's degree

Tools

Microsoft Office (Excel, Outlook, Word)

Financial planning software

Job description

Citi Group in Boca Raton, FL seeks a Senior Wealth Advisor to drive asset growth and provide tailored financial planning and investment guidance. You will build new client relationships, deepen existing ones, and work with partners to deliver compliant, high-quality service.

Requires 5-8 years in financial services, SIE/Series 7/66 licenses, and mortgage loan originator registration under SAFE Act. Salary range shown with full-time benefits and incentive opportunities.