Citi · 12 hours ago
Senior Wealth Advisor SAFE ACT
Vienna Virginia United States
Full-time
Onsite
Senior Level, Lead/Staff
$70K/yr - $70K/yr
10+ years expCiti is a global financial services company, and they are seeking a Senior Wealth Advisor SAFE Act. The role involves providing financial and investment services to ultra high net worth clients, managing accounts, conducting economic analyses, and ensuring compliance with regulations.
BankingFinanceFinancial Services
Responsibilities
Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States
Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers
Conduct sophisticated economic and financial market analyses
Analyze economic trends/activities and advise the effects on the investors' portfolios
Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios
Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation
Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base
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
Qualification
Required
10+ years of experience
Experience including being a proactive, successful sales and service role in the financial services industry with strong analytical and financial skills
Ability to communicate with co-workers and clients
Strong verbal and written communication skills
Organized with strong attention to detail
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
US: Registered FINRA Series 7. In addition, Series 66 (or Series 63 and 65) is required for CGMI
Group 1 insurance
Excellent communication skills required, often at a senior level
Developed communication and diplomacy skills are required in order to guide convince others
Requires complex judgments and solutions based on sophisticated analytical thought comparing and selecting complex alternatives
In-depth analysis with interpretive thinking will be required
Applies ingenuity and creativity to problem analysis and resolution in complicated and/or novel situations
Has a significant impact on direct business results or authoritative advice regarding the operations of the business
Provides advice and counsel related to the operations of the business
Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family
Preferred
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
Master's degree preferred
Benefits
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
Company
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
10001+ employees
H1B Sponsorship
Citi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
2026-01-20
2026-01-15
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