Senior Wealth Advisor, Private Client Growth

Citi; East Meadow (NY); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off

Job summary

Citi in East Meadow, NY is seeking a Senior Wealth Advisor to offer comprehensive financial and investment guidance to Citi Gold and Citi Private Client segments. You’ll partner with a Wealth team to serve affluent clients, including Financial Planners, Insurance Specialists, and Portfolio Consultants.

The role focuses on growing assets, delivering investment solutions, and maintaining strict regulatory compliance while coordinating with branch partners to ensure outstanding in-branch

Qualifications

• 5-8 years of experience in a financial advisory capacity.
• Experience in a proactive, successful sales and service role in the financial services industry.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred.

Responsibilities

• Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
• Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills.
• Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments.
• Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research.
• Master referral opportunities to grow portfolio.
• Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.).
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
• Ensure strict adherence to KYC/AML and other compliance norms.
• Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
• Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits.

Skills

Financial advisory experience

Sales experience

Analytical skills

Verbal and written communication

Self-starter

Regulatory awareness

Education

Bachelor's degree

Tools

Microsoft Office

Financial planning software

Job description

Citi in East Meadow, NY is seeking a Senior Wealth Advisor to offer comprehensive financial and investment guidance to Citi Gold and Citi Private Client segments. You’ll partner with a Wealth team to serve affluent clients, including Financial Planners, Insurance Specialists, and Portfolio Consultants.

The role focuses on growing assets, delivering investment solutions, and maintaining strict regulatory compliance while coordinating with branch partners to ensure outstanding in-branch