Senior Wealth Advisor: Private Client Growth & Strategy

Citi; New York (NY); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Health benefits

401(k)

Wellness programs

Job summary

Citi's Senior Wealth Advisor role in Bronx, NY, focuses on delivering comprehensive financial and investment guidance to Citigold and Citigold Private Client clients. You will partner with Wealth teams to service affluent and high-net-worth clients, leveraging Citi's investment solutions platform.

The role emphasizes relationship-building, regulatory compliance, and collaboration with specialists to meet client needs. Full-time position located on-site in New York.

Qualifications

• 5-8 years of experience in financial advisory roles.
• Proactive sales and service experience in financial services.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with attention to detail.
• Familiarity with Microsoft Office and financial planning software.

Responsibilities

• Build relationships with new clients to grow assets.
• Deepen relationships with existing clients through financial planning and profiling.
• Provide investment recommendations using firm models and research.
• Coordinate with segment partners to refer opportunities.
• Ensure compliance with regulatory and internal policies.
• Lead and train teammates as needed.

Skills

Financial Advisory Experience

Sales and Service

Analytical Skills

Communication Skills

Regulatory Compliance

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Financial Planning Software

Job description

Citi's Senior Wealth Advisor role in Bronx, NY, focuses on delivering comprehensive financial and investment guidance to Citigold and Citigold Private Client clients. You will partner with Wealth teams to service affluent and high-net-worth clients, leveraging Citi's investment solutions platform.

The role emphasizes relationship-building, regulatory compliance, and collaboration with specialists to meet client needs. Full-time position located on-site in New York.