Wealth Solutions Advisor SAFE Act - O'Fallon, MO and Jacksonville, FL

Citi; O’Fallon (MO); On-site; USD 79,000 - 110,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, disability insurance

Wellness programs

Paid time off packages (vacation)

Paid holidays

Job summary

Citi Private Client Coverage in Ofallon, Missouri seeks a proactive advisor to deepen client relationships and grow wallet share through tailored financial planning and proactive outreach.

You will guide clients across banking, investments, and digital channels, coordinate with product specialists, and ensure strict adherence to regulatory and policy guidelines while delivering exceptional service.

Qualifications

• 2-5 years of industry experience in financial services.
• Experience in proactive sales and service roles within financial services.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with attention to detail.
• Proficient with Microsoft Office; exposure to financial planning software preferred.
• Basic understanding of investment and financial planning strategies.
• Takes ownership and is a problem-solver and team player.
• SIE license required; Series 7/66 or 63/65 licenses preferred/required.
• Mortgage loan origination registration with NMLS and related compliance requirements.

Responsibilities

• Identify, build, and deepen client relationships to gain 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 solutions across banking and investments.
• Work with product specialists to address banking, credit, insurance, and investment needs.
• Assist with investment tasks and onboarding for new clients.
• Articulate value propositions for Citi Private Client and digital programs.
• Track client interactions and monitor progress; ensure regulatory compliance.
• Proactively source, acquire, and expand customer relationships.
• Refer opportunities to segment partners as needed.

Skills

Sales and client relationships

Analytical skills

Communication skills

Self-starter

Team player

Education

Bachelor's degree

Tools

Excel

Outlook

Word

Microsoft Office

Financial planning software

Job description

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

Ofallon Missouri United States

Primary Location Full Time Salary Range

$78,990.00 - $110,210.00

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation)
• unplanned time off (sick leave)
• paid holidays

Anticipated Posting Close Date

Sep 03, 2026

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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

Equal Opportunity Employment

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.

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