Senior Wealth Advisor — Private Client Growth

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

Job summary

Citigroup Inc. in New York seeks a Senior Wealth Advisor to deliver financial and investment advice to Citi Private Bank and CitiGold clients, using Wealth's research and solutions platform to support Affluent and High-Net Worth clients.

You will build relationships, make securities recommendations, manage referrals, ensure KYC/AML compliance, and collaborate with branch teams to provide a positive client experience.

Qualifications

• 5–8 years in financial advisory capacity.
• Proactive sales and service experience in financial services.
• Strong analytical and financial skills.
• Securities licensing: SIE, Series 7/66 and Group 1 Insurance.
• Mortgage loan originator registration required.

Responsibilities

• Build relationships with new clients to bring in assets.
• Deepen relationships with existing clients using financial planning and profiling.
• Recommend offerings based on client profiling and suitability assessments.
• Make securities recommendations and provide investment advice using firm models.
• Master referral opportunities to grow portfolio; refer opportunities to partners.
• Adhere to all Regulatory and Compliance procedures, including KYC/AML; ensure a positive in-branch experience.

Skills

Financial advisory

Sales experience

Analytical skills

Communication

Attention to detail

MS Office

Planning software

Licenses awareness

Education

Bachelor's/University degree

Tools

SIE license

Series 7/66 licenses

Group 1 Insurance License

Mortgage loan originator registration

Job description

Citigroup Inc. in New York seeks a Senior Wealth Advisor to deliver financial and investment advice to Citi Private Bank and CitiGold clients, using Wealth's research and solutions platform to support Affluent and High-Net Worth clients.

You will build relationships, make securities recommendations, manage referrals, ensure KYC/AML compliance, and collaborate with branch teams to provide a positive client experience.