Senior Wealth Advisor — Private Client Growth

Citibank (Switzerland) AG; New York (NY); Hybrid; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, disability insurance

Wellness programs

Paid time off

Job summary

Citi Global Wealth is seeking a Senior Wealth Advisor to deliver comprehensive financial and investment advice to Citigold and Citigold Private Client segments. You will partner with a Wealth team to meet the financial needs of affluent clients, including planning, research, and access to investment solutions.

The role emphasizes strong relationship-building, regulatory compliance, and leadership within branch teams. Primary location is Brooklyn, NY with a full-time salary range listed.

Qualifications

• 5-8 years of experience in financial advisory.
• Experience in proactive sales and service in financial services.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Must be licensed: SIE, Series 7, 66 (or 63/65).
• Group 1 Insurance License.
• Mortgage loan originator registration required.
• Organized with strong attention to detail.

Responsibilities

• Build relationships with new clients to bring in bank and brokerage assets.
• Deepen relationships through financial planning and profiling skills.
• Respond to referrals and recommend best offering based on profiling and assessments.
• Make securities recommendations using firm models and research.
• Lead referrals and coaching within the team; coach new recruits.

Skills

Financial advisory

Sales & service

Analytical skills

Communication skills

Attention to detail

MS Office

Financial planning software

Investment planning

SIE license

Series licenses

Group 1 Insurance

Mortgage licensing

Job description

Citi Global Wealth is seeking a Senior Wealth Advisor to deliver comprehensive financial and investment advice to Citigold and Citigold Private Client segments. You will partner with a Wealth team to meet the financial needs of affluent clients, including planning, research, and access to investment solutions.

The role emphasizes strong relationship-building, regulatory compliance, and leadership within branch teams. Primary location is Brooklyn, NY with a full-time salary range listed.