Wealth Solutions Advisor SAFE Act

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

The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ability to effectively communicate within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering, providing exceptional service, making investment/banking referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal distribution of both inbound and outbound calls. Additionally, you must demonstrate the ability to identify channel and account solutions that best meet the needs of the client, which may include digital platforms, centralized team-based advice, or in-market, dedicated advice.

Responsibilities:

• Identify, build, and deepen relationships with clients through both proactive outbound and inbound contacts, to gain incremental wallet share of existing client base using financial planning, excellent discovery and profiling skills; segments include of Citi Private Client, Citigold, Priority, and Everyday Banking tiers.
• Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions
• Respond to referrals and introductions generated through business partners and digital sources and recommend the best offering to clients based on client profiling and suitability assessments.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, intuitively recognize and understand a client's banking, credit, life insurance, and investment needs and goals to provide holistic financial solutions.
• Assist clients as needed with investment related tasks, including:
  • Account modifications
  • Options applications/agreements, if applicable
  • Guidance on utilizing online resources
  • Resolving client issues escalated by Operations and Account Opening teams
  • Qualify banking referrals and marketing enrollments for digital accounts
  • Assist with onboarding and account opening for new clients
• Confidently articulate the value proposition for Citigold and Citi Private Client and digital programs available
• Provide exceptional support and issue resolution for digital and dedicated advice clients, assuming end-to-end ownership for client needs
• Accurately track client interactions, update records of open client issues and monitor progress
• Proactively source, acquire and expand customer relationships by maximizing sales and service opportunities.
• Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.
• Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.)
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
• Ensure that KYC/AML and other compliance norms are strictly adhered to
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing