Wealth Solutions Advisor SAFE Act

Citigroup Inc.; Jacksonville (FL); On-site; USD 77,000 - 107,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) retirement plan

Paid time off

Job summary

Citibank (Switzerland) AG in Jacksonville, FL is seeking a Wealth Solutions Advisor to deliver proactive investment and banking guidance, support account openings, and help clients grow their assets across Citi Private Client, Citigold, Priority, and Everyday Banking tiers.

The role is hybrid in a dynamic team, focusing on client discovery, tailored financial solutions, and seamless digital/advisor channels while upholding regulatory standards and service excellence.

Qualifications

• 2-5 years of industry experience in financial services or wealth management.
• Strong analytical and financial skills are required.
• Excellent verbal and written communication skills; client-focused.
• Knowledge of Microsoft Office and basic financial planning tools preferred.

Responsibilities

• Identify, build, and deepen client relationships through outbound and inbound contacts to grow wallet share.
• Facilitate onboarding, account opening, and digital platform adoption for clients.
• Provide investment and banking referrals based on client profiling and suitability assessments.
• Coordinate with product partners to offer holistic financial solutions; ensure KYC/AML compliance.

Skills

Analytical skills

Financial planning

Verbal & written communication

Organized with attention to detail

Education

Bachelor's degree

Tools

Microsoft Office

Financial planning software

Job description

## Wealth Solutions Advisor SAFE ActApply: Hybrid: Jacksonville Florida United States: Ofallon Missouri United States: Full time: Posted Today: 26996116The 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 - $106,840.00In 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.