Wealth Solutions Advisor – Private Banking & Digital Guidance

Citigroup Inc.

Jacksonville (FL)

On-site

USD 77,000 - 107,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

Citigroup Inc. invites applications for a Wealth Solutions Advisor SAFE Act position in Jacksonville, FL. The role emphasizes proactive investment and banking guidance, account opening, and asset gathering, with inbound and outbound calls balanced to meet client needs.

The position requires strong financial services experience, SIE and Series licenses, and the ability to identify optimal solutions across digital platforms and in‑market advisory channels. A bachelor’s degree is expected.

Qualifications

SIE license and Series 7/63/65 licenses are required.
Strong verbal and written communication skills are essential.
Experience in financial services sales and service is preferred.
Solid analytical and financial skills are needed.
Organizational skills and attention to detail are important.

Responsibilities

Identify and deepen client relationships to increase wallet share using financial planning and discovery.
Facilitate transition to digital solutions when appropriate and respond to referrals from partners.
Advise on a wide range of banking, investment, and lending needs with cross‑team support.
Offer holistic financial solutions based on client profiling and needs.
Assist with investment tasks such as account modifications and online guidance.