Senior Wealth Advisor: Private Client Growth & Planning

Citi; Boca Raton (FL); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off (vacation, sick leave, &

paid holidays

Job summary

Citi in Boca Raton, FL, seeks a Senior Wealth Advisor to expand bank and brokerage assets through deep client relationships and expert financial planning. You will conduct discovery, profile clients, and deliver tailored investment recommendations using firm research and models.

The role requires analytical thinking, strong communication, and adherence to regulatory standards, including KYC/AML and mortgage-originator registration where applicable. Full-time with comprehensive benefits.

Qualifications

• Bachelor's degree or equivalent experience required.
• SIE license with Series 7 and 66 (or 63/65) required.
• Registered mortgage loan originator with NMLS required before referrals.
• Strong analytical and financial skills; excellent communication.

Responsibilities

• Build relationships with new clients to grow assets.
• Deepen relationships with PWM and Retail clients via financial planning and discovery.
• Respond to referrals and recommend best offerings based on profiling.
• Provide investment advice using firm models and research.
• Master referral opportunities to grow portfolio.
• Refer opportunities to segment partners where appropriate.
• Acquire new clients through converting referral leads.
• Ensure compliance with KYC/AML and regulatory procedures.
• Collaborate with branch team to ensure positive client experiences.
• Assess risk and uphold Citi policies and ethics.

Skills

Strong analytical skills

Strong verbal and writtencommunication

Microsoft Office

Self-starter

Problem solver

Attention to detail

Education

Bachelor's/University degree or equivalent experience

SIE – active Series 7, 66 (or 63/65) licenses

Tools

Microsoft Office Suite

Job description

Citi in Boca Raton, FL, seeks a Senior Wealth Advisor to expand bank and brokerage assets through deep client relationships and expert financial planning. You will conduct discovery, profile clients, and deliver tailored investment recommendations using firm research and models.

The role requires analytical thinking, strong communication, and adherence to regulatory standards, including KYC/AML and mortgage-originator registration where applicable. Full-time with comprehensive benefits.