Senior Wealth Advisor SAFE Act – Miramar, FL
Core
Senior Wealth Advisor responsible for acquiring new clients, deepening relationships with existing clients, and providing investment advice and financial planning within Citi Personal Wealth Management.
Role type
Senior IC wealth advisor (sales & advisory)
Builds
Client relationships and bank/brokerage assets
Domain
Financial services / Wealth management
Required skills
Client acquisition, relationship management, financial planning, securities recommendations, regulatory compliance (KYC/AML), risk assessment, sales, investment strategy
Preferred skills
Financial planning software, Microsoft Office, mortgage loan origination
Technologies
Financial planning software, Microsoft Office (Excel, Outlook, Word)
Responsibilities
Build relationships with new clients to bring in bank and brokerage assets; Deepen relationships with existing clients through financial planning and discovery; Respond to referrals and recommend suitable offerings; Make securities recommendations and provide investment advice; Manage client follow-up and adhere to regulatory and compliance procedures; Partner with branch team to ensure positive in-branch experience; Assess risk and drive compliance with laws and regulations.
Seniority
Senior, hands-on IC