Senior Wealth Advisor – Private Client Growth & Planning

Citi; New York (NY); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, disability insurance

Wellness programs

Paid time off (vacation)

Job summary

Citi is seeking a Wealth Relationship Advisor to build new client relationships and expand bank and brokerage assets in New York. You will deepen existing client connections through financial planning, discovery, and profiling, while coordinating with partners to offer suitable investment solutions.

The role requires strong communication skills, analytical ability, and active licenses (SIE, Series 7/66). A Bachelor’s degree and regulatory compliance are essential, with salary in the posted range.

Qualifications

• 5-8 years of experience in a proactive sales and service role in financial services.
• Strong analytical and financial skills.
• Excellent written and verbal communication and client profiling abilities.
• Must be a self-starter, problem solver and team player with initiative.
• Licenses: SIE, Series 7 and 66 (or 63 and 65); mortgage licensing responsibilities under SAFE Act.

Responsibilities

• Build relationships with new clients to bring in bank and brokerage assets.
• Deepen relationships with PWM and Retail clients using financial planning and profiling skills.
• Respond to referrals and recommend best offerings based on suitability assessments.
• Provide investment guidance using firm models and research and master referral opportunities.
• Coordinate with segment partners and ensure compliant client experiences and KYC/AML adherence.

Skills

Relationship building

Financial planning

Sales experience

Communication

Attention to detail

SIE license

Series 7/66 licenses

NMLS registration

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Financial planning software

Job description

Citi is seeking a Wealth Relationship Advisor to build new client relationships and expand bank and brokerage assets in New York. You will deepen existing client connections through financial planning, discovery, and profiling, while coordinating with partners to offer suitable investment solutions.

The role requires strong communication skills, analytical ability, and active licenses (SIE, Series 7/66). A Bachelor’s degree and regulatory compliance are essential, with salary in the posted range.