Wealth Advisor: Private Banking & Digital Solutions

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citigroup Inc. is seeking a Wealth Solutions Advisor SAFE Act professional in O’Fallon, MO.

The role focuses on proactive investment and banking guidance, client education, and service excellence, with responsibilities spanning account opening, asset gathering, and securing referrals. Responsibilities include building client relationships, guiding customers to digital platforms when suitable, and partnering with specialists to meet banking, lending, and investment needs while maintaining strict

Qualifications

• 2-5 years of industry experience in financial services or related field.
• Experience in proactive sales and service roles.
• Strong analytical and financial skills.
• Excellent verbal and written communication abilities.
• Organized with attention to detail.
• Proficiency in Microsoft Excel, Outlook, Word; familiarity with planning software.
• SIE license and relevant securities licenses are expected.
• Mortgage loan originator registry and unique identifier requirements.

Responsibilities

• Identify and deepen client relationships to increase wallet share across Citi Private Client, Citigold, Priority, and Everyday Banking tiers.
• Facilitate transitions to digital solutions when appropriate and respond to referrals from partners.
• Recommend best offerings based on profiling and suitability assessments.
• Anticipate client financial needs and provide holistic solutions across banking, lending, investments, and insurance.
• Assist with account openings, onboarding, and investment-related tasks as needed.
• Communicate the value of Citigold, Citi Private Client, and digital programs to clients.
• Track client interactions and resolve issues end-to-end with compliance.”
• Refer opportunities to segment partners and coordinate with internal teams.

Skills

Client relationship building

Verbal & written communication

Financial planning

Analytical skills

Self-starter and team player

Education

Bachelor's degree

Tools

Microsoft Office

Financial planning software

Job description

Citigroup Inc. is seeking a Wealth Solutions Advisor SAFE Act professional in O’Fallon, MO.

The role focuses on proactive investment and banking guidance, client education, and service excellence, with responsibilities spanning account opening, asset gathering, and securing referrals. Responsibilities include building client relationships, guiding customers to digital platforms when suitable, and partnering with specialists to meet banking, lending, and investment needs while maintaining strict