Senior Wealth Advisor & Relationship Architect

Citi; Fremont (CA); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Incentive/retention awards

Job summary

Citi’s Wealth team in Fremont, California is seeking a seasoned Wealth Relationship Advisor to grow assets and deliver tailored financial planning services to affluent clients.

You will build relationships, perform discovery and profiling, make securities recommendations, and collaborate with specialists across the branch to provide a positive client experience while adhering to KYC/AML and regulatory requirements.

Qualifications

• Bachelor's degree or equivalent experience.
• 5–8 years of experience in financial services sales and service.
• Licensing: SIE and active Series 7/66 (or 63/65) and Life Insurance license.
• Strong analytical, verbal and written communication skills.

Responsibilities

• Build relationships with new clients to grow bank and brokerage assets.
• Deepen relationships with PWM and Retail clients using financial planning and profiling.
• Respond to referrals and select best offerings based on profiling and suitability.
• Make securities recommendations and provide investment advice using firm models & research.
• Master referral opportunities to grow portfolio and refer to segment partners.
• Acquire new clients through converting referral leads and manage regulatory compliance.
• Ensure KYC/AML compliance and in-house procedure adherence.
• Collaborate with branch team to ensure positive client experiences; assess risk with ethics.

Skills

Sales & relationship building

Analytical skills

Communication (oral/written)

Attention to detail

MS Office (Excel/Outlook/Word)

Financial planning software knowledge

Self-starter & problem solver

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

Job description

Citi’s Wealth team in Fremont, California is seeking a seasoned Wealth Relationship Advisor to grow assets and deliver tailored financial planning services to affluent clients.

You will build relationships, perform discovery and profiling, make securities recommendations, and collaborate with specialists across the branch to provide a positive client experience while adhering to KYC/AML and regulatory requirements.