Senior Wealth Advisor, Private Client Growth & Planning

Citi; Town of Huntington (NY); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) retirement plan

Life, accident & disability insurance

Paid time off

Job summary

Citi is seeking a Wealth Relationship Advisor in Huntington, NY to build and deepen client relationships, drive asset growth, and provide financial planning and investment guidance. The role requires strong sales, analytical skills, and adherence to regulatory standards.

Applicants should have 5–8 years in financial services, Series 7/66 licenses, and a Bachelor's degree. The position is full-time with a salary range of $70,000 to $120,000 and comprehensive benefits.

Qualifications

• 5-8 years of experience in sales/service in financial services.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.

Responsibilities

• Build relationships with new clients to bring in assets.
• Deepen relationships with existing clients through financial planning and profiling.
• Respond to referrals and recommend suitable offerings.
• Provide investment advice and recommendations using firm models and research.
• Master referral opportunities to grow portfolio.
• Refer opportunities to segment partners when appropriate.
• Acquire new clients through referrals and follow-up.
• Ensure compliance with KYC/AML and procedures.
• Collaborate with branch team for positive client experiences.

Skills

Relationship sales

Analytical skills

Verbal communication

Written communication

Leadership

Coaching

Problem solving

Education

Bachelor's degree

Tools

Microsoft Office

Financial planning software

Job description

Citi is seeking a Wealth Relationship Advisor in Huntington, NY to build and deepen client relationships, drive asset growth, and provide financial planning and investment guidance. The role requires strong sales, analytical skills, and adherence to regulatory standards.

Applicants should have 5–8 years in financial services, Series 7/66 licenses, and a Bachelor's degree. The position is full-time with a salary range of $70,000 to $120,000 and comprehensive benefits.