Wealth Solutions Advisor: Private Banking & Digital

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) retirement plan

Paid time off

Job summary

Citigroup Inc. is seeking a Wealth Solutions Advisor SAFE Act to proactively guide clients on investments and banking needs, opening accounts, gathering assets, and delivering excellent service.

You will manage inbound/outbound calls and identify channel solutions, including digital platforms or in-market advisory, to meet client needs. The role involves working with Citi Private Client, Citigold and Everyday Banking tiers, ensuring regulatory compliance and seamless referrals to specialists.

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.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Responsibilities

• Identify, build, and deepen relationships with clients through proactive outbound and inbound contacts to gain incremental wallet share.
• Engage with clients to facilitate transition to digital solutions as needed.
• Respond to referrals and recommendations from partners and digital sources.
• Anticipate client needs and offer solutions across products and tools.
• Work with product specialists to understand banking, credit, life insurance, and investment needs.
• Assist clients with investment tasks: account modifications, options applications, online resources guidance, issue resolution, digital accounts referrals, onboarding and account opening.
• Articulate value proposition for Citigold and Citi Private Client and digital programs.
• Provide support for digital and dedicated advice clients and manage client needs end-to-end.
• Track client interactions and follow up on issues.
• Source and expand customer relationships by maximizing sales and service opportunities.
• Make securities recommendations using firm models and research.
• Refer opportunities to segment partners as appropriate.
• Manage compliance with regulatory procedures and risk controls.
• Ensure KYC/AML compliance and risk assessments.

Skills

Sales experience

Financial analysis

Communication skills

Organization

Microsoft Office

Financial planning software

Investment knowledge

Self-starter

Team collaboration

Education

Bachelor's degree or equivalent experience

Tools

Excel

Outlook

Word

Job description

Citigroup Inc. is seeking a Wealth Solutions Advisor SAFE Act to proactively guide clients on investments and banking needs, opening accounts, gathering assets, and delivering excellent service.

You will manage inbound/outbound calls and identify channel solutions, including digital platforms or in-market advisory, to meet client needs. The role involves working with Citi Private Client, Citigold and Everyday Banking tiers, ensuring regulatory compliance and seamless referrals to specialists.