Strategic Private Wealth Solutions Advisor

Citi; O’Fallon (MO); On-site; USD 79,000 - 110,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, disability insurance

Wellness programs

Paid time off packages (vacation)

Paid holidays

Job summary

Citi Private Client Coverage in Ofallon, Missouri seeks a proactive advisor to deepen client relationships and grow wallet share through tailored financial planning and proactive outreach.

You will guide clients across banking, investments, and digital channels, coordinate with product specialists, and ensure strict adherence to regulatory and policy guidelines while delivering exceptional service.

Qualifications

• 2-5 years of industry experience in financial services.
• Experience in proactive sales and service roles within financial services.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with attention to detail.
• Proficient with Microsoft Office; exposure to financial planning software preferred.
• Basic understanding of investment and financial planning strategies.
• Takes ownership and is a problem-solver and team player.
• SIE license required; Series 7/66 or 63/65 licenses preferred/required.
• Mortgage loan origination registration with NMLS and related compliance requirements.

Responsibilities

• Identify, build, and deepen client relationships to gain wallet share.
• Engage clients to transition to digital solutions when appropriate.
• Respond to referrals and recommend best offerings based on profiling.
• Anticipate client needs and offer holistic solutions across banking and investments.
• Work with product specialists to address banking, credit, insurance, and investment needs.
• Assist with investment tasks and onboarding for new clients.
• Articulate value propositions for Citi Private Client and digital programs.
• Track client interactions and monitor progress; ensure regulatory compliance.
• Proactively source, acquire, and expand customer relationships.
• Refer opportunities to segment partners as needed.

Skills

Sales and client relationships

Analytical skills

Communication skills

Self-starter

Team player

Education

Bachelor's degree

Tools

Excel

Outlook

Word

Microsoft Office

Financial planning software

Job description

Citi Private Client Coverage in Ofallon, Missouri seeks a proactive advisor to deepen client relationships and grow wallet share through tailored financial planning and proactive outreach.

You will guide clients across banking, investments, and digital channels, coordinate with product specialists, and ensure strict adherence to regulatory and policy guidelines while delivering exceptional service.