Senior Wealth Advisor | Staten Island
Citi · Staten Island, NY · 1 mo ago
HybridSales$70k/yrFull-time
We need to output HTML fragment with sections: About the role? Actually the posting includes description paragraphs. We need to use . Let's list them:
- Build relationships with new clients with the goal of bringing in new bank and brokerage assets
- Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills
- Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
- Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research
- Master referral opportunities to grow portfolio
- Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)
- Acquire new clients through converting referral leads
- Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
- Ensure strict adherence to KYC/AML and other compliance norms
- Partner with all roles on branch team to ensure all clients have a positive in-branch experience
- 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
- Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits
We'll put under
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Include only sections with real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate, navigation, legal, EEO, scam warning, duplicated lines, application instructions. We need to preserve all substantive info. Let's parse content: Intro paragraph: "Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across the United States and is looking for top talent. If you see this posting but don’t see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options." That's description; could be "About the role". We'll put that in
under
About the role
. Next: "Job Responsibilities:" then list bullet-like sentences separated by spaces. Need to extract each duty asResponsibilities
with- .
Next: "Qualifications and Skills:" then list:
- 5-8 years of experience serving in a financial advisory capacity
- 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
- Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
- Basic understanding of investment and financial planning strategies preferred
- Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
- Securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses
- Group 1 Insurance License
- 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
We need to decide sections: Qualifications, Skills. The heading list includes Qualifications and Skills separate. We could combine or separate. The instruction: Use headings for those categories. We have both qualifications and skills mixed. Could split: Qualifications: education, experience, licenses. Skills: analytical, communication, etc. But we must only create sections when posting has real specific content. We have both.
Let's define:
- ... ...
- 5-8 years of experience serving in a financial advisory capacity
- Experience in a proactive, successful sales and service role in the financial services industry
- Securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses
- Group 1 Insurance License
- 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
- Education: Bachelor's/University degree or equivalent experience
- Strong analytical and financial skills
- Strong verbal and written communication skills
- Organized with strong attention to detail
- Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
- Basic understanding of investment and financial planning strategies preferred
- Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages (planned time off/vacation, unplanned time off/sick leave, paid holidays)
- Discretionary and formulaic incentive and retention awards (for eligible employees)
Qualifications
: includes education, experience, licenses, registration requirement.Skills
: includes analytical, communication, organized, MS Office, financial planning software, investment knowledge, self-starter, etc. But we need to avoid duplication. Let's extract. Qualifications content: - 5-8 years of experience serving in a financial advisory capacity - Experience in a proactive, successful sales and service role in the financial services industry - Securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses - Group 1 Insurance License - 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 - Education: Bachelor's/University degree or equivalent experience Skills content: - Strong analytical and financial skills - Strong verbal and written communication skills - Organized with strong attention to detail - Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred - Basic understanding of investment and financial planning strategies preferred - Must be a self-starter, problem solver and a goal-oriented team player able to work without direction Now Benefits: The posting includes: "In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire." That's benefits. So we can haveBenefits
with- items.
Pay: "Primary Location Full Time Salary Range: $70,000.00 - $70,000.00". That's a specific pay figure (single value). So we can include Pay section with that.
Schedule: "Time Type: Full time". That's schedule info. So we can include Schedule section.
Location: Not a heading we need; we could include location in About the role or maybe not needed. The instruction: do not put Job ID/requisition numbers as headings — fold minor metadata into a short
or drop it. Location could be minor metadata; we could include in About the role paragraph. We must not include sections like "Job Family Group", "Job Family", "Most Relevant Skills", "Other Relevant Skills", "Anticipated Posting Close Date", "Automated Processing and AI", EEO, etc. Those are boilerplate or not required headings; we should remove. We must not include "Please see the requirements listed above." etc. Now produce HTML fragment:
About the role
... (the description paragraph)
Responsibilities
Qualifications
Skills
Benefits
Pay
Salary range: $70,000.00 - $70,000.00
Schedule
Time type: Full time
We need to ensure we didn't include any boilerplate like "Citi offers competitive employee benefits, including:" we turned into list items. Good. Check that we didn't repeat content inadvertently. The About the role paragraph should be the initial description. Let's craft it: "Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth’s leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across the United States and is looking for top talent. If you see this