Wealth Solutions Advisor - Hybrid Banking & Investments

Citi; New York (NY); Hybrid; USD 77,000 - 107,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citi's Wealth Solutions Advisor SAFE Act role in Jacksonville provides proactive investment and banking guidance, account opening and asset gathering, and high-level client service across digital and in-market channels.

The position requires SIE and active Series 7/66 licenses, 2–5 years in financial services, and strong communication skills to manage complex client needs and regulatory compliance.

Qualifications

• 2-5 years of industry experience.
• Experience in a proactive, successful sales and service role in the financial services industry.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Takes ownership of effort, performance, and making a positive team impact.
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
• Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses (required)
• Group 1 insurance

Responsibilities

• Identify, build, and deepen relationships with clients through proactive outbound and inbound contacts, to gain incremental wallet share.
• Facilitate transition of clients to digital solutions when appropriate.
• Respond to referrals and recommendations and advise best offering based on profiling and suitability.
• Anticipate clients' complex financial needs and offer holistic solutions.
• Provide end-to-end ownership for client needs and issue resolution.
• Assist with account openings and onboarding for new clients.
• Refer opportunities to segment partners as appropriate.
• Ensure adherence to KYC/AML and regulatory requirements.

Skills

Strong verbal and writtencommunication

Microsoft Office proficiency

Financial planning knowledge

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office Suite (Excel, Outlook, Word)

Job description

Citi's Wealth Solutions Advisor SAFE Act role in Jacksonville provides proactive investment and banking guidance, account opening and asset gathering, and high-level client service across digital and in-market channels.

The position requires SIE and active Series 7/66 licenses, 2–5 years in financial services, and strong communication skills to manage complex client needs and regulatory compliance.