Senior Wealth Advisor SAFE Act – Miramar, FL

Citi; Florida; Sur place; USD 63 000 - 77 000; Plein temps

Avantages offerts par ce poste

Medical, dental & vision coverage

401(k)

Paid time off

Discretionary incentive awards

Résumé du poste

Citi is seeking a Senior Wealth Relationship Advisor in New York to deepen relationships with existing clients, manage client follow-ups, and ensure compliance with regulations. Responsibilities include building client relationships, responding to referrals, and making investment recommendations.

The ideal candidate will have 5–8 years of experience in financial services, hold necessary FINRA registrations, and possess strong analytical and communication skills. Competitive benefits and salary of $70,000 are offered, making this an attractive opportunity for driven professionals.

Qualifications

• 5–8 years of experience in a sales role in financial services.
• Strong knowledge of financial planning strategies.
• Valid US FINRA registration: SIE; Series 7; Series 66 (or Series 63+Series 65).

Responsabilités

• Build relationships with new and existing clients.
• Respond to referrals and offer suitable financial solutions.
• Ensure compliance with KYC/AML norms and business ethics.

Connaissances

Strong analytical skills

Verbal and written communication skills

Proactive sales and service experience

Attention to detail

Team player

Formation

Bachelor's/University degree or equivalent experience

Outils

Microsoft Office (Excel, Outlook, Word)

Financial planning software

Description du poste

The Senior Wealth Relationship Advisor SAFE Act is a seasoned professional role that applies deep disciplinary knowledge, contributes to developing new techniques and improving processes, and integrates subject‑matter expertise within a defined area. It requires an in‑depth understanding of how functions integrate within the sub‑function, evaluates complex issues with substantial impact, and uses strong analytical, communication and leadership skills to coach and train new recruits while influencing decisions for clients.

Responsibilities

• Build relationships with new clients to bring in new bank and brokerage assets.
• Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through financial planning, discovery, and profiling skills.
• Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on profiling and suitability assessments.
• Make securities recommendations and provide investment advice to clients 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 the branch team to ensure all clients have a positive in‑branch experience.
• Appropriately assess risk when making business decisions, demonstrate consideration for the firm’s reputation, safeguard Citigroup, its clients and assets, and adhere to policy, employing sound ethical judgment 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, Word) and experience with financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Self‑starter, problem‑solver and 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.
• Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and maintain registration annually.

Education: Bachelor's/University degree or equivalent experience.

In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage, 401(k), life, accident and disability insurance, wellness programs, paid time off (planned and unplanned), 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.

Location: Miramar, Florida, United States.

Salary: $70,000 – $70,000.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to 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, please review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.