Senior Wealth Advisor & Relationship Architect

Citigroup

Westgate Lake Manor (FL)

On-site

USD 80,000 - 120,000

Full time

3 days ago

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Job summary

Citigroup, Plantation, FL, is seeking a Sr. Analyst for Wealth Relationship Management.

The role focuses on identifying and growing wallet share among affluent clients, delivering holistic financial solutions and high-touch service, with strict adherence to KYC/AML and regulatory guidelines. The position requires 5–8 years of experience, FINRA licenses, a life insurance credential, and mortgage origination registration.

Qualifications

5–8 years of experience in wealth management or financial planning.
Strong analytical and financial skills.
Strong verbal and written communication skills.
Self-starter, problem solver and goal-oriented team player.
Current US FINRA Registration: SIE, Series 6/63/65 OR 7/66.
Life insurance license required within 150 days.
This role requires mortgage loan originator registry and identifier.

Responsibilities

Identify and deepen relationships to gain incremental wallet share with affluent and HNW clients.
Anticipate complex financial needs and offer holistic solutions across products.
Collaborate with product specialists to address banking, credit and investment goals.
Provide high-touch engagement with clients through face-to-face meetings.
Refer opportunities to partners and organize client events.
Ensure compliance with KYC/AML and regulatory procedures.