Senior Wealth Advisor SAFE Act

Strategic professional who stays abreast of developments within the field and contributes to directional strategy by applying expertise to the business. Recognized technical authority requiring basic commercial awareness. Developed communication and diplomacy skills are essential to guide, influence, and advise colleagues and occasional external customers. Significant impact on the area through complex deliverables, with work affecting the overall performance and effectiveness of the sub-function/job family.

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/activities and advise on their effects on investors' portfolios.
• Recommend changes to investors' holdings after evaluating economic, financial, and market factors and their potential impact.
• Adhere to a prospecting code of conduct that permits acquiring new private client accounts only by referral or personal contact; prohibits seminars, mail campaigns, cold calling, and other solicitation methods.
• Develop relationships and generate ideas with Bankers and clients to grow the asset base.
• Appropriately assess risk in business decisions, 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, and escalating control issues with transparency.

Requirements

• 6-10 years of experience.
• US: Registered FINRA Series 7. Series 66 (or Series 63 and 65) is required for CGMI.
• Group 1 insurance.
• Proficient in software applications (e.g., Microsoft Word, Excel).
• Knowledge of Bloomberg is an asset.
• Excellent written and communication skills.
• Strong financial background.

Qualifications

Bachelor’s/University degree; Master’s degree preferred.

Pay

Full-time salary range: $70,000.00 - $120,000.00. In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards.

Benefits

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

Available offerings may vary by jurisdiction, job level, and date of hire. For additional information, visit citibenefits.com.

Primary location: Pasadena, California, United States.