Wealth Solutions Advisor

Join to apply for the Wealth Solutions Advisor role at Citi

Join to apply for the Wealth Solutions Advisor role at Citi

The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ability to effectively communicate within a team-based environment. You will be responsible for proactive investment and banking guidance / education, which includes account opening and asset gathering, providing exceptional service, making investment / banking referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal distribution of both inbound and outbound calls. Additionally, you must demonstrate the ability to identify channel and account solutions that best meet the needs of the client, which may include digital platforms, centralized team-based advice, or in-market, dedicated advice.

Responsibilities :

• Identify, build, and deepen relationships with clients through both proactive outbound and inbound contacts, to gain incremental wallet share of existing client base using financial planning, excellent discovery and profiling skills; segments include of Citi Private Client, Citigold, Priority, and Everyday Banking tiers.
• Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions
• Respond to referrals and introductions generated through business partners and digital sources and recommend the best offering to clients based on client profiling and suitability assessments.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, intuitively recognize and understand a client's banking, credit, life insurance, and investment needs and goals to provide holistic financial solutions.
• Assist clients as needed with investment related tasks, including :
• Account modifications
• Options applications / agreements, if applicable
• Guidance on utilizing online resources
• Resolving client issues escalated by Operations and Account Opening teams
• Qualify banking referrals and marketing enrollments for digital accounts
• Assist with onboarding and account opening for new clients
• Confidently articulate the value proposition for Citigold and Citi Private Client and digital programs available
• Provide exceptional support and issue resolution for digital and dedicated advice clients, assuming end-to-end ownership for client needs
• Accurately track client interactions, update records of open client issues and monitor progress
• Proactively source, acquire and expand customer relationships by maximizing sales and service opportunities.
• Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.
• Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.)
• 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
• Appropriately assess risk when business decisions are made, demonstrating 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.

Qualifications :

Education :

Job Family Group :

Private Client Coverage

Job Family :

Financial Planning Services

Time Type : Primary Location :

Jacksonville Florida United States

Primary Location Full Time Salary Range :

$76,560.00 - $106,840.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including : medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date :

Dec 11, 2024

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and / or apply for a career opportunity review Accessibility at Citi

View the " EEO is the Law " poster. View the EEO is the Law Supplement

View the EEO Policy Statement

View the Pay Transparency Posting

Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Consulting, Information Technology, and Sales

Industries

Banking, Financial Services, and Investment Banking

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