Senior Wealth Advisor, Private Client Growth & Planning

Citi; Town of Greenburgh (NY); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Medical, dental & vision benefits

401(k)

Life, disability insurance

Wellness programs

Paid time off

Job summary

Citi Global Wealth is seeking a Senior Wealth Advisor in Greenburgh, NY to deliver comprehensive financial and investment guidance to Citi Private Bank and Citigold clients, collaborating with Wealth team members to meet affluent client needs.

The role emphasizes relationship-building, referrals, and strict adherence to KYC/AML and regulatory standards; 5-8 years in financial advisory, licenses, and a bachelor's degree are required.

Qualifications

• 5-8 years of experience serving in a financial advisory capacity.
• Experience in a proactive, successful sales and service role in the financial services industry.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred.
• Must be a self-starter, problem solver and a goal-oriented team player.
• Securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses.
• Group 1 Insurance License.
• Must register as a mortgage loan originator with the NMLS and obtain a unique identifier before referring clients to Citibank.

Responsibilities

• Build relationships with new clients to bring in bank and brokerage assets.
• Deepen relationships with existing Citi Personal Wealth Management and Retail clients.
• Respond to referrals and recommend the best offering based on profiling and assessments.
• Make securities recommendations using firm models and research.
• Master referral opportunities to grow portfolio.
• Refer opportunities to segment partners where appropriate.
• Acquire new clients through referrals and leads.
• Manage client follow-up and ensure regulatory and compliance adherence.
• Ensure adherence to KYC/AML and other compliance norms.
• Collaborate with branch team to ensure positive in-branch experiences.
• Assess risk in business decisions and uphold Citi's reputation and assets.
• Provide leadership and coaching to team members.

Skills

SIE & Series 7/66 licenses

Insurance license

Strong communication

Financial planning software

Education

Bachelor's degree or equivalent experience

Job description

Citi Global Wealth is seeking a Senior Wealth Advisor in Greenburgh, NY to deliver comprehensive financial and investment guidance to Citi Private Bank and Citigold clients, collaborating with Wealth team members to meet affluent client needs.

The role emphasizes relationship-building, referrals, and strict adherence to KYC/AML and regulatory standards; 5-8 years in financial advisory, licenses, and a bachelor's degree are required.