Wealth Solutions Advisor, SAFE Act Specialist

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

Job summary

Citi in Jacksonville, Florida is seeking a Wealth Solutions Advisor under the SAFE Act to deliver proactive investment and banking guidance. You will assist with account openings, asset gathering, and high-service client support across Citi Private Client, Citigold, Priority, and Everyday Banking tiers.

The role requires strong communication, financial planning skills, and the ability to coordinate with product specialists to meet client needs.

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.

Responsibilities

• Identify, build, and deepen relationships with clients through proactive outbound and inbound contacts to gain incremental wallet share across Citi Private Client, Citigold, Priority, and Everyday Banking tiers.
• Engage with clients to facilitate transitions to digital solutions where appropriate.
• Respond to referrals and recommend the best offering based on profiling and suitability assessments.
• Anticipate complex financial needs and offer solutions across products and services.
• Work with product specialists to provide holistic financial solutions including banking, investments, and lending.
• Assist with onboarding and account opening for new clients and complete investment-related tasks.
• Articulate the value proposition for Citigold and Citi Private Client and digital programs.
• Provide support and issue resolution for digital and dedicated advisory clients, tracking interactions and outcomes.
• Maximize sales and service opportunities while ensuring regulatory compliance.

Skills

Strong verbal communication

Strong written communication

Analytical and financial skills

Self-starter and team player

Problem solving

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office

Financial planning software

Job description

Citi in Jacksonville, Florida is seeking a Wealth Solutions Advisor under the SAFE Act to deliver proactive investment and banking guidance. You will assist with account openings, asset gathering, and high-service client support across Citi Private Client, Citigold, Priority, and Everyday Banking tiers.

The role requires strong communication, financial planning skills, and the ability to coordinate with product specialists to meet client needs.