Full-Time

Senior Wealth Advisor SAFE Act

Confirmed live in the last 24 hours

Citigroup

Citigroup

10,001+ employees

Global financial services and banking provider

Fintech
Social Impact
Financial Services

Compensation Overview

$70kAnnually

+ Incentive Awards + Retention Awards

Senior

Flushing, NY, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales
Word/Pages/Docs
Excel/Numbers/Sheets

You match the following Citigroup's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 5-8 years of experience serving in a financial advisory capacity
  • 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
  • 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
  • Group 1 Insurance License
  • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and 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
Responsibilities
  • Build relationships with new clients with the goal of bringing in new bank and brokerage assets
  • Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills
  • Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
  • Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research
  • Master referral opportunities to grow portfolio
  • Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)
  • Acquire new clients through converting referral leads
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
  • Ensure strict adherence to KYC/AML and other compliance norms
  • Partner with all roles on branch team to ensure all clients have a positive in-branch experience
  • Appropriately assess risk when business decisions are made, demonstrating particular 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
  • Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits
Desired Qualifications
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
  • Basic understanding of investment and financial planning strategies preferred

Citigroup provides a wide range of financial services, including consumer banking, corporate and investment banking, and wealth management, to clients around the world. Its services include loans, credit products, securities brokerage, and asset management, catering to individual consumers, businesses, and government entities. Citigroup operates in over 160 countries, utilizing its extensive global network and technology to offer efficient financial solutions. Unlike many competitors, Citigroup emphasizes sustainability and social responsibility through its investments in environmental, social, and governance initiatives. The company's goal is to facilitate international trade and investment while managing financial assets and providing liquidity in the global financial system.

Company Size

10,001+

Company Stage

IPO

Total Funding

$59.8M

Headquarters

Tel Aviv-Yafo, Israel

Founded

1812

Simplify Jobs

Simplify's Take

What believers are saying

  • Citi's involvement in Jumia's sales agreement taps into Africa's growing e-commerce market.
  • The collaboration with Versana enhances Citi's data analytics and operational efficiency.
  • Citi's gender pay equity disclosure strengthens its brand reputation among socially conscious investors.

What critics are saying

  • Increased competition from digital platforms like Versana may erode Citi's market share.
  • Citi's partnership with Jumia exposes it to the volatile African e-commerce market.
  • Regulatory scrutiny on digital banking products could impact Citi's Google Pay Plex accounts.

What makes Citigroup unique

  • Citi's global reach spans over 160 countries, offering unmatched international banking services.
  • The partnership with Mastercard for Google Pay Plex accounts enhances Citi's digital banking presence.
  • Citi's 'Green Deposits' cater to the growing demand for sustainable banking solutions.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Paid Vacation

Paid Sick Leave

Paid Holidays

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