Senior Wealth Relationship Advisor

Citi; Indiana (PA); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Paid time off

Job summary

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act at Citi in Huntington, NY, is a seasoned professional role shaping wealth advisory strategies.

You will build affluent client relationships, assess needs, and deliver holistic financial solutions with cross-functional teams. Responsibilities include high-touch client engagement, referrals to partners, and strict adherence to KYC/AML, with ongoing regulatory training and FINRA registrations to support mortgage referrals and trusted

Qualifications

• 5-8 years of experience in wealth management or financial planning.
• Strong analytical and financial skills with good communication.
• Proficient with MS Office; familiarity with Money Guide Pro or NaviPlan.
• Must be FINRA registered (SIE, Series 6/63/65 or 7/66) and insurance Group 1.

Responsibilities

• Identify, build and deepen relationships to gain wallet share with affluent clients.
• Anticipate complex financial needs and offer holistic solutions.
• Coordinate with product specialists to meet banking, credit and investment goals.
• Provide regular high-touch engagement with clients at preferred locations.
• Ensure compliance with KYC/AML and regulatory policies.
• Refer opportunities to segment partners when appropriate.
• Organize client events and acquire new clients via referrals.
• Maintain positive in-branch experience and manage risk awareness.

Skills

Analytical skills

Financial planning

Verbal & written communication

Attention to detail

Self-starter

Education

Bachelor’s degree

Tools

Money Guide Pro

NaviPlan Select

Job description

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act at Citi in Huntington, NY, is a seasoned professional role shaping wealth advisory strategies.

You will build affluent client relationships, assess needs, and deliver holistic financial solutions with cross-functional teams. Responsibilities include high-touch client engagement, referrals to partners, and strict adherence to KYC/AML, with ongoing regulatory training and FINRA registrations to support mortgage referrals and trusted