Senior Wealth Relationship Advisor

Citi; Elwood (NY); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citi in Elwood, NY seeks a seasoned Wealth Relationship Mgmt. Sr. Analyst under the SAFE Act to deepen client relationships with affluent and High Net Worth clients. The role focuses on holistic financial planning, discovery, profiling, and proactive engagement to deliver tailored solutions.

Requires strong analytical skills, FINRA registrations, mortgage originator registry, and the ability to coach teammates. Salary ranges from $88,400 to $132,600 with comprehensive benefits.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Proficient in Microsoft Office and financial planning software (Money Guide Pro / NaviPlan).
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• This position requires registration as a mortgage loan originator under the SAFE Act.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth clients.
• Anticipate complex financial needs and offer holistic solutions.
• With product specialists, recognize banking, credit and investment needs.
• Provide regular value-added engagement with clients face-to-face at preferred locations.
• Master referral opportunities to grow the portfolio.
• Refer opportunities to segment partners where appropriate (Lending, Financial Advisor, etc.).

Skills

Analytical skills

Financial skills

Verbal and written communication

Attention to detail

Self-starter / problem solving

Team player

Education

Bachelor's degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Excel / Office

Job description

Citi in Elwood, NY seeks a seasoned Wealth Relationship Mgmt. Sr. Analyst under the SAFE Act to deepen client relationships with affluent and High Net Worth clients. The role focuses on holistic financial planning, discovery, profiling, and proactive engagement to deliver tailored solutions.

Requires strong analytical skills, FINRA registrations, mortgage originator registry, and the ability to coach teammates. Salary ranges from $88,400 to $132,600 with comprehensive benefits.