Senior Wealth Advisor, Staten Island

Citi

New York (NY)

On-site

USD 63,000 - 77,000

Full time

14 days+

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Benefits offered by this job

Discretionary incentives

Medical

Dental & Vision

401(k)

Life, Disability Insurance

Wellness programs

Paid holidays

Vacation & Sick leave

Job summary

Citi Private Bank is seeking a Senior Wealth Advisor to deliver comprehensive financial and investment guidance to Citigold and Citigold Private Client segments in Staten Island, NY. You will collaborate with a Wealth team to meet the needs of affluent clients, including access to a wide range of investment solutions and research.

You will establish and deepen client relationships, manage referrals, and ensure strict adherence to KYC/AML and Citi compliance.

Qualifications

5–8 years of experience in financial advisory roles.
Strong sales and client service experience in financial services.

Responsibilities

Build relationships with new clients to bring in bank and brokerage assets.
Deepen relationships with existing clients through financial planning and profiling.
Respond to referrals and recommend best offerings based on client profiling and suitability.
Make securities recommendations and provide investment advice using firm models and research.
Lead referrals and coordinate with segment partners to grow client portfolios.
Acquire new clients through referrals and conversions, while ensuring regulatory compliance.
Maintain ongoing client follow-up and adherence to KYC/AML and Citi policies.
Assess risk in business decisions and uphold Citi’s reputation and controls, escalating issues as needed.
Provide leadership and training to new recruits within the team.