Senior Wealth Advisor- SAFE ACT

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.

Qualifications

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

Education

• Bachelor's/University degree, Master's degree preferred

Job Family Group

Private Client Coverage

Job Family

Financial Planning Services

Time Type

Full time

Primary Location

Miami, Florida, United States

Primary Location Full Time Salary Range

$70,000.00 - $70,000.00

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

Feb 17, 2026