Senior Wealth Advisor - Private Client Growth

Citi; New York (NY); On-site; USD 60,000 - 81,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k)

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citi Private Wealth is seeking a Senior Wealth Advisor in San Bernardino to serve Citigold and Citigold Private Client clients. You will build relationships, provide investment advice, and coordinate with planners, insurance specialists, and lending officers to meet client needs.

The role requires 5–8 years of financial advisory experience, licenses (SIE, Series 7/66 or 63/65), and a bachelor’s degree. This full-time position offers comprehensive benefits and opportunities across Citi’s national

Qualifications

• 5-8 years of experience serving in a financial advisory capacity.
• Strong communication and relationship-building skills.
• Familiarity with financial planning and investment products.

Responsibilities

• Build relationships with new clients to bring in assets
• Deepen relationships with existing Citi Private Bank clients
• Respond to referrals and recommend suitable offerings
• Make securities recommendations using firm research
• Achieve referral opportunities to grow portfolios
• Refer opportunities to segment partners (e.g., Home Lending, Small Business)
• Acquire new clients through referral leads
• Manage client follow-up and adhere to compliance procedures
• Ensure adherence to KYC/AML and regulatory norms
• Collaborate with branch team to ensure positive client experiences
• Assess risk and uphold Citi's reputation and policy
• Provide leadership and coaching within teams

Skills

Financial advisory experience

Relationship management

Sales skills

Analytical skills

Communication skills

Regulatory compliance awareness

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Citi Private Wealth is seeking a Senior Wealth Advisor in San Bernardino to serve Citigold and Citigold Private Client clients. You will build relationships, provide investment advice, and coordinate with planners, insurance specialists, and lending officers to meet client needs.

The role requires 5–8 years of financial advisory experience, licenses (SIE, Series 7/66 or 63/65), and a bachelor’s degree. This full-time position offers comprehensive benefits and opportunities across Citi’s national