Senior Wealth Relationship Advisor

Citigroup; Los Angeles (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

Citigroup in Los Angeles, CA seeks a Sr. Analyst to support Wealth Relationship Management under the SAFE Act. You will identify and deepen relationships with affluent clients, propose holistic financial solutions, and coordinate with product specialists to meet banking, credit and investment needs.

Expect high-touch client engagement and adherence to strong regulatory standards. Required 5-8 years of experience, FINRA registrations, and mortgage origination qualifications within 150 days.

Qualifications

• 5-8 years of experience in wealth management or financial planning.
• Strong analytical, verbal and written communication skills.
• Knowledge of Microsoft Office and financial planning software required.
• Must be a self-starter, problem solver and team player.
• Current US FINRA registrations: SIE, Series 6/63/65 or 7/66 or equivalent.
• Must meet FINRA registration requirements within 150 days of start.
• Mortgage loan originator registration and NMLS requirements must be met within 150 days.

Responsibilities

• Identify and deepen relationships to gain wallet share with affluent clients.
• Anticipate client financial needs and offer holistic solutions.
• Coordinate with product specialists to address banking, credit, and investment goals.
• Provide high-touch engagement with regular in-person meetings at client locations.
• Generate referrals and expand high-value client relationships.
• Ensure regulatory and compliance procedures are followed; manage risk.

Skills

Strong analytical skills

Excellent communication

Relationship building

Regulatory compliance

Financial planning software

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup in Los Angeles, CA seeks a Sr. Analyst to support Wealth Relationship Management under the SAFE Act. You will identify and deepen relationships with affluent clients, propose holistic financial solutions, and coordinate with product specialists to meet banking, credit and investment needs.

Expect high-touch client engagement and adherence to strong regulatory standards. Required 5-8 years of experience, FINRA registrations, and mortgage origination qualifications within 150 days.