Senior Wealth Advisor SAFE Act - Brooklyn
$70k/y-$70k/y
2 days ago
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OnsiteFull-timeSenior
Summary
Citi is seeking a Senior Wealth Advisor SAFE Act to join their team in Brooklyn, NY. The role involves building and deepening client relationships, providing investment advice, and ensuring compliance with regulatory standards.
About the Role
As a Senior Wealth Advisor SAFE Act, you will be responsible for acquiring new clients, managing client follow-ups, and adhering to compliance norms. You will leverage your financial planning skills to deepen relationships with existing clients and respond to referrals. The role requires strong analytical skills to evaluate complex issues and make informed decisions that align with the firm's objectives.
About You
Required:
- 5-8 years of experience in a proactive sales and service role in the financial services industry.
- Strong analytical and financial skills.
- Active Series 7 and 66 (or 63 and 65) licenses.
- Bachelor's/University degree or equivalent experience.
Preferred:
- Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software.
- Basic understanding of investment and financial planning strategies.
- Group 1 insurance license.
Benefits
- Medical, dental, and vision coverage.
- 401(k) plan.
- Life, accident, and disability insurance.
- Wellness programs.
- Paid time off including vacation, sick leave, and holidays.
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. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities. For information on Citi’s commitment to privacy, visit on.citi/privacy.
Brooklyn, NY