Senior Wealth Advisor SAFE Act - Miramar, FL

Citi; New York (NY); Vor Ort; USD 63.000 - 77.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k)

Paid time off

Wellness programs

Zusammenfassung

Citi in Miramar, FL is seeking a Senior Wealth Advisor SAFE Act to build and grow private client assets through proactive relationship management and tailored financial planning. You will coordinate with Citi Personal Wealth Management and Retail teams, handling referrals and delivering disciplined investment guidance.

The role requires FINRA registrations, mortgage origination registration, and strong communication skills. Full-time position with competitive benefits and salary range.

Qualifikationen

• 5-8 years of experience.
• Experience in proactive sales and service in the financial services industry.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• MS Office (Excel, Outlook, Word) and financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Self-starter, problem solver and a goal-oriented team player.
• US FINRA Registration: SIE; Series 7; Series 66 (or Series 63 + Series 65).
• Group 1 Insurance Licenses.
• Mortgage loan originator registration with the Nationwide Mortgage Licensing System.

Aufgaben

• Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
• Deepen relationships with existing clients through financial planning and discovery skills.
• Respond to referrals and recommendations based on profiling and suitability assessments.
• Make securities recommendations and provide investment advice using firm models and research.
• Master referral opportunities to grow portfolio.
• Refer opportunities to segment partners where appropriate.
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to regulatory and compliance procedures.
• Ensure KYC/AML and other compliance norms are strictly adhered to.

Kenntnisse

Sales experience

Relationship building

Analytical skills

Communication skills

Attention to detail

Self-starter

Problem solving

Ausbildung

Bachelor’s degree

Tools

Excel

Outlook

Word

Jobbeschreibung

Senior Wealth Advisor SAFE Act – Miramar, FL

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Senior Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

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 & 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 that KYC/AML and other compliance norms are strictly adhered to

• Partner with all roles on branch team to ensure all clients have 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.

Qualifications:

• 5-8 years of experience
• 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
• Basic understanding of investment and financial planning strategies preferred
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
• Required US FINRA Registration: SIE; Series 7; Series 66 (or Series 63 + Series 65);
• Group 1 Insurance Licenses
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System

and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Education:

• Bachelor’s/University degree or equivalent experience

Job Family Group:

Private Client Coverage

Job Family:

Financial Planning Services

Time Type:

Full time

Primary Location:

Miramar Florida United States

Primary Location Full Time Salary Range:

$70,000.00 - $70,000.00

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.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

Jun 15, 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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.