Full-Time

Senior Wealth Advisor SAFE Act

City of Chicago

Confirmed live in the last 24 hours

Citigroup

Citigroup

10,001+ employees

Global financial services and banking solutions

Fintech
Social Impact
Financial Services

Compensation Overview

$70kAnnually

+ Incentive Awards + Retention Awards

Senior

Chicago, IL, USA + 1 more

More locations: Oak Park, IL, USA

Primary location is River Forest, Illinois.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • 5-8 years of 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
  • 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
  • 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.
Responsibilities
  • Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
  • Deepen relationships with existing clients in PWM 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 & research.
  • Master referral opportunities to grow portfolio.
  • Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, 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 that KYC/AML and other compliance norms are strictly adhered to
  • 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.

Citigroup provides a variety of financial services to a wide range of clients, including individuals, businesses, and governments. Its offerings include consumer banking, credit services, corporate and investment banking, securities brokerage, and wealth management. The company operates in over 160 countries, allowing it to facilitate cross-border transactions and serve a diverse clientele. Citigroup's products work by leveraging its extensive global network and technology to provide efficient banking solutions, generating revenue through interest on loans, service fees, trading, and investment management. What sets Citigroup apart from its competitors is its strong focus on sustainability and social responsibility, demonstrated through its investments in environmental, social, and governance initiatives. The company's goal is to create a positive financial and social impact while ensuring growth and profitability.

Company Stage

N/A

Total Funding

$59.8M

Headquarters

New York City, New York

Founded

N/A

Growth & Insights
Headcount

6 month growth

12%

1 year growth

12%

2 year growth

1%
Simplify Jobs

Simplify's Take

What believers are saying

  • Citi's involvement in significant financial deals, such as the $41 million debt facility with Buyerlink, showcases its strong market presence and financial influence.
  • The company's focus on ESG initiatives aligns with growing global trends towards sustainability, potentially attracting more clients and investors.
  • Citi's technological innovations enhance its service delivery, offering employees opportunities to work with cutting-edge financial technologies.

What critics are saying

  • Operating in a highly competitive financial services market, Citi faces constant pressure to innovate and maintain its market share.
  • Global economic fluctuations and regulatory changes can impact Citi's operations and profitability, posing challenges for employees.

What makes Citigroup unique

  • Citi's extensive global network across 160 countries provides unparalleled access to cross-border financial services, setting it apart from regional competitors.
  • The company's commitment to ESG initiatives and technological innovation positions it as a forward-thinking leader in the financial services industry.
  • Citi's diverse range of services, from consumer banking to investment banking and wealth management, allows it to cater to a wide array of clients, unlike more specialized financial institutions.

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