Wealth Solutions Advisor: Private Client & Digital Guidance

Citi; Jacksonville (FL); On-site; USD 70,000 - 120,000; Full time

Job summary

Citi seeks a Wealth Solutions Advisor SAFE Act in Jacksonville to deliver proactive investment and banking guidance in a team-based setting. You will manage client relationships, assist with account openings, and provide holistic financial solutions across banking, lending, and investments.

Emphasis on transitioning clients to digital platforms and meeting regulatory requirements. The role involves handling inbound and outbound calls, referrals, and ongoing client education to deepen

Qualifications

• Knowledge of the financial industry and investment concepts.
• Strong discovery and profiling skills to understand client needs.
• Ability to communicate effectively within a team-based advisory environment.
• Proactive guidance across investment and banking products (accounts, loans, investments).
• Experience guiding clients to digital platforms and remote advisory options.

Responsibilities

• Identify, build, and deepen client relationships to gain wallet share.
• Facilitate transitions to digital solutions when appropriate.
• Respond to referrals and recommend best offerings based on profiling.
• Anticipate client needs and offer holistic financial solutions across products.
• Assist with onboarding, account openings, and investment tasks.
• Provide investment recommendations using firm models and research.
• Ensure compliance with KYC/AML and regulatory requirements.

Skills

Financial industry knowledge

Relationship building

Discovery and profiling

Inbound/outbound calls

Digital platforms

Financial planning

Job description

Citi seeks a Wealth Solutions Advisor SAFE Act in Jacksonville to deliver proactive investment and banking guidance in a team-based setting. You will manage client relationships, assist with account openings, and provide holistic financial solutions across banking, lending, and investments.

Emphasis on transitioning clients to digital platforms and meeting regulatory requirements. The role involves handling inbound and outbound calls, referrals, and ongoing client education to deepen