Senior Wealth Advisor - Private Client Growth & Strategy

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

Benefits offered by this job

401(k)

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off

Job summary

Citi Global Wealth seeks a Senior Wealth Advisor in Paramus, New Jersey, to serve Citigold and Private Client clients. Provide comprehensive financial guidance and investment advice, collaborating with a dedicated Wealth team to meet affluent clients’ needs.

Responsibilities include building relationships, deepening existing client engagements, making securities recommendations, ensuring KYC/AML compliance, and coordinating with branch partners.

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.

Responsibilities

• Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
• Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills.
• Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments.
• Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research.
• Master referral opportunities to grow portfolio.
• Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.).
• Acquire new clients through converting referral leads.
• Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures.
• Ensure strict adherence to KYC/AML and other compliance norms.
• Partner with all roles on branch team to ensure all clients have a positive in‑branch experience.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
• Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits

Skills

Financial planning

Sales & service

Analytical skills

Communication

Regulatory knowledge

Microsoft Office

Education

Bachelor's degree

Tools

SIE

Series 7

Series 66

Mortgage license

Job description

Citi Global Wealth seeks a Senior Wealth Advisor in Paramus, New Jersey, to serve Citigold and Private Client clients. Provide comprehensive financial guidance and investment advice, collaborating with a dedicated Wealth team to meet affluent clients’ needs.

Responsibilities include building relationships, deepening existing client engagements, making securities recommendations, ensuring KYC/AML compliance, and coordinating with branch partners.