Senior Wealth Advisor

About the role

The Financial Advisor is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by applying expertise to their role and the business. Recognized as a technical authority, this role requires basic commercial awareness and developed communication and diplomacy skills to guide, influence, and advise colleagues and occasional external customers. Work impacts an entire area through complex deliverables, affecting overall performance and effectiveness.

Responsibilities

• Provide 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 Private Bankers.
• Conduct sophisticated economic and financial market analyses.
• Analyze economic trends and activities, advising on their effects on investors' portfolios.
• Recommend changes to investors' holdings after evaluating economic, financial, and market factors.
• Adhere to a prospecting code of conduct that permits acquiring new private client accounts only by referral or personal contact, prohibiting seminars, mail campaigns, cold calling, or other solicitation methods.
• Develop relationships and generate ideas with Bankers and clients to grow the asset base.
• Assess risk in business decisions, considering the firm’s reputation and safeguarding Citigroup, its clients, and assets by complying with laws, rules, and regulations, adhering to Policy, and applying ethical judgment.

Requirements

• 6-10 years of experience.
• NYSE Series 7 and 66 licenses, with additional licensing as needed.
• Proficient in software applications (e.g., Microsoft Word, Excel).
• Knowledge of Bloomberg is an asset.
• Excellent written and verbal communication skills.
• Strong financial background.

Qualifications

Bachelor’s degree required; Master’s degree preferred.

Pay

Full-time salary range: $70,000.00 - $200,000.00. In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards.

Benefits

• Medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation, sick leave, and holidays.

Available offerings may vary by jurisdiction, job level, and date of hire.

Schedule

Full time.

Primary location: San Francisco, California, United States.