Senior Wealth Advisor SAFE Act

Citi; Chicago (IL); On-site; USD 108,000 - 132,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Life, accident, and disability insurance

Wellness programs

Paid time off packages

Job summary

A leading financial services firm is seeking a Senior Wealth Advisor in Chicago, Illinois, to provide tailored financial and investment services to Ultra High Net Worth clients. Ideal candidates will have 6 to 10 years of experience, strong communication skills, and relevant certifications such as FINRA Series 7. The role involves managing client accounts and analyzing economic trends to guide investment strategies. Competitive salary of $120,000 annually with significant benefits is offered.

Qualifications

• Registered FINRA Series 7 required; Series 66 (or Series 63 and 65) for CGMI.
• Group 1 insurance certification is necessary.
• Strong analytical skills for economic and financial market analysis.

Responsibilities

• Provide financial and investment services to Ultra High Net Worth clients.
• Manage high net worth investor accounts and develop strategies with Private Bankers.
• Analyze economic trends to advise on portfolio impacts.
• Maintain compliance with prospecting conduct codes.

Skills

6-10 years of experience

Proficient in software applications (Microsoft Word, Excel)

Ability to communicate with co-workers and clients

Excellent written and communication skills

Strong financial background

Education

Bachelor's/University degree

Master's degree preferred

Tools

Bloomberg

Job description

The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities

• Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.
• Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.
• Conduct sophisticated economic and financial market analyses.
• Analyze economic trends/activities and advise the effects on the investors' portfolios
• Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
• Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
• Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.
• 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.

Qualifications

• 6-10 years of experience
• US: Registered FINRA Series 7. In addition, Series 66 (or Series 63 and 65) is required for CGMI.
• Group 1 insurance
• Proficient in software applications (ex. Microsoft Word, Excel)
• Knowledge of Bloomberg a definite asset
• Ability to communicate with co-workers and clients.
• Excellent written and communication skills.
• Strong financial background

Education

• Bachelor's/University degree, Master's degree preferred

Job Family Group

Private Client Coverage

Job Family

Financial Planning Services

Primary Location

Chicago Illinois United States

Primary Location Full Time Salary Range

$120,000.00 - $120,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date

Feb 20, 2026

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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