Wealth Solutions Advisor SAFE Act

Citi; Jacksonville (FL); On-site; USD 77,000 - 107,000; Full time

Job summary

Citi in Jacksonville, FL seeks a Wealth Solutions Advisor SAFE Act to provide proactive investment and banking guidance, educate clients, and manage banking and lending needs. You will handle inbound/outbound calls, deepen relationships across Citi Private Client, Citigold, Priority, and Everyday Banking segments, and transition clients to digital solutions when appropriate.

The role emphasizes a holistic approach, with support from product specialists to meet client financial goals while

Qualifications

• Knowledge of financial planning concepts and client needs assessment.
• Strong discovery and profiling skills for wealth management.
• Understanding of regulatory and compliance standards (KYC/AML).

Responsibilities

• Identify, build and deepen client relationships to grow wallet share.
• Engage clients to transition to digital solutions when appropriate.
• Respond to referrals and recommend best offerings based on profiling.
• Anticipate client needs and offer holistic banking and investment solutions.
• Work with product specialists to align banking, investment, and insurance needs.
• Assist with investment tasks: account modifications and online resources guidance.
• Track client interactions and maintain accurate records; manage outcomes.
• Refer opportunities to partners and ensure regulatory/compliance adherence.

Skills

Financial planning

Analytical skills

Communication skills

Teamwork

Education

Bachelor's degree

Tools

Microsoft Office Suite

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 and reporting control issues with transparency.

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.

Education

• Bachelor's/University degree or equivalent experience

Job Family Group

Private Client Coverage

Job Family

Financial Planning Services

Time Type

Full time

Primary Location

Jacksonville Florida United States

Primary Location Full Time Salary Range

$76,560.00 - $106,840.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

Oct 20, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.