Citi · 20 hours ago
Wealth Solutions Advisor SAFE Act
1000 TECHNOLOGY DRIVE OFALLON
Full-time
Hybrid
Entry, Mid Level
$77K/yr - $107K/yr
2+ years expCiti is a global financial services company, and they are seeking a Wealth Solutions Advisor SAFE Act to provide proactive investment and banking guidance to clients. The role involves building client relationships, offering financial solutions, and managing banking needs while ensuring compliance with regulations.
BankingFinanceFinancial Services
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
Qualification
Required
2-5 years of industry 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
Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses (required)
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
Bachelor's/University degree or equivalent experience
Preferred
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Takes ownership of effort, performance, and making a positive team impact
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
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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