Senior Wealth Advisor SAFE Act - Merrick / Long Island

OverviewJoin to apply for the Senior Wealth Advisor SAFE Act - Merrick / Long Island role at CitiCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.Note: If you see this posting but don’t see a location that works for you, feel free to apply and a recruiter will reach out to review options.Job ResponsibilitiesBuild relationships with new clients with the goal of bringing in new bank and brokerage assetsDeepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through financial planning and strong discovery and profilingRespond to referrals and introductions generated through business partners and recommend the best offering based on client profiling and suitability assessmentsMake securities recommendations and provide investment advice to clients using firm models and researchMaster referral opportunities to grow portfolioRefer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)Acquire new clients through converting referral leadsManage client follow-up and adhere to Regulatory and Compliance operating proceduresEnsure strict adherence to KYC/AML and other compliance normsPartner with all roles on branch team to ensure a positive in-branch experienceAssess risk in business decisions, uphold firm reputation, comply with laws and regulations, and escalate issues with transparencyRegularly assume an informal/formal leadership role within teams, including coaching and training new recruitsQualifications and Skills5-8 years of experience serving in a financial advisory capacityExperience in a proactive, successful sales and service role in the financial services industryStrong analytical and financial skillsStrong verbal and written communication skillsOrganized with strong attention to detailKnowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferredBasic understanding of investment and financial planning strategies preferredSelf-starter, problem solver and goal-oriented team player able to work without directionSecurities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licensesGroup 1 Insurance LicenseRegistration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier before referring clients to Citibank for mortgage needs; maintain registration annually and provide the identifier to consumers per SAFE Act regulations and Citi policiesEducationBachelor's/University degree or equivalent experienceAnticipated Posting Close Date: Aug 02, 2024Compliance and Equal OpportunityCiti is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. View accessibility and EEO resources at Citi. #J-18808-Ljbffr

Created: 2025-09-17