Senior Wealth Advisor - Private Client (HNW)

Citigroup Inc.; Paramus (NJ); On-site; USD 70,000 - 120,000; Full time

Job summary

Citi Global Wealth in Paramus, New Jersey seeks a Senior Wealth Advisor to provide comprehensive financial and investment guidance to Citi Private Bank, Citigold, and Citigold Private Client segments. You will partner with a Wealth team to serve affluent clients, delivering tailored strategies and research-based advice.

Key duties include building new relationships, deepening existing ones, ensuring regulatory compliance (KYC/AML), and coordinating with branch partners to deliver an exceptional

Qualifications

• SIE, Series 7, 66 licenses (or 63/65) required.
• Group 1 Insurance License required.
• Mortgage loan originator registration with NMLS; renewal annually.

Responsibilities

• Build relationships with new clients to grow bank and brokerage assets.
• Deepen relationships with existing Citi Personal Wealth Management and Retail clients.
• Provide investment advice and securities recommendations using firm models and research.
• Ensure compliance with KYC/AML and all regulatory procedures.
• Collaborate with branch partners to create an exceptional in-branch experience.
• Coach and train team members when needed.

Skills

Financial advisory

Sales experience

Analytical skills

Communication skills

Attention to detail

Self-starter

Leadership

Regulatory compliance

Education

Bachelor's degree

Tools

Microsoft Office

Financial planning software

Job description

Citi Global Wealth in Paramus, New Jersey seeks a Senior Wealth Advisor to provide comprehensive financial and investment guidance to Citi Private Bank, Citigold, and Citigold Private Client segments. You will partner with a Wealth team to serve affluent clients, delivering tailored strategies and research-based advice.

Key duties include building new relationships, deepening existing ones, ensuring regulatory compliance (KYC/AML), and coordinating with branch partners to deliver an exceptional