Senior Wealth Advisor

Senior Wealth Advisor

Company: Citi

About Citi Global Wealth

Citi Global Wealth brings together the full power of Citi to serve the entire spectrum of wealth clients. From ultra-high-net-worth individuals and family offices (via Citi Private Bank) to affluent and high-net-worth segments (via Citigold and Citigold Private Client), and workplace wealth solutions (via Citi Global Wealth at Work) — Citi delivers comprehensive services and tailored advice.

About the Role

As a Senior Wealth Advisor, you will provide holistic financial and investment guidance to clients in the Citigold and Citigold Private Client segments. You'll be part of a dedicated Wealth team, supported by specialists in planning, insurance, lending, and portfolio strategy, to help affluent and high-net-worth clients achieve their financial goals.

Wealth Advisor Key Responsibilities:

• Build relationships with new clients and bring in new banking and brokerage assets.
• Deepen relationships with existing Citi clients using expert financial planning and profiling.
• Provide tailored investment advice based on Citi’s best-in-class research and models.
• Respond to internal referrals and match clients with appropriate wealth solutions.
• Identify and refer opportunities to specialized partners (e.g., Small Business, Lending).
• Ensure compliance with KYC/AML and all regulatory requirements.
• Deliver an outstanding in-branch client experience through collaboration with branch teams.
• Serve as a leader by coaching and mentoring new team members.

Required Qualifications:

• Experience: 5–8 years in financial advisory or similar client-facing financial services role.

Licenses:

• Securities Industry Essentials (SIE)
• Active Series 7
• Series 66 (or both 63 and 65)
• Group 1 Insurance License

Skills:

• Strong analytical, communication, and financial planning skills
• High attention to detail, organizational skills
• Proficiency in Microsoft Office and financial planning software
• Self-starter with a goal-oriented mindset

Must be registered (or be able to register) as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System (NMLS).

Education

Bachelor's/University degree or equivalent experience

Compensation & Benefits

In addition to competitive base salary, eligible employees may receive:

• Performance-based incentives and retention bonuses
• Medical, dental, and vision insurance
• 401(k) with employer match
• Life, accident, and disability insurance
• Wellness programs
• Paid time off (vacation, sick leave, holidays)

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