Wealth Solutions Advisor SAFE Act - O'Fallon, MO and Jacksonville, FL
Core
Proactive investment and banking guidance/education for clients across Citi tiers, including account opening, asset gathering, and holistic financial solutions.
Role type
Wealth Solutions Advisor (Financial Planning Services)
Builds
Holistic financial solutions (banking, credit, life insurance, investments) and digital account transitions
Domain
Financial Services / Wealth Management
Required skills
Financial planning, Client profiling, Securities recommendations, KYC/AML compliance, Risk assessment, Relationship building, Investment strategies
Preferred skills
Financial planning software, Microsoft Office, Digital platforms
Technologies
Microsoft Office (Excel, Outlook, Word), Financial planning software, Digital platforms
Responsibilities
Identify and deepen client relationships via outbound/inbound contacts; Facilitate transitions to digital solutions; Recommend offerings based on suitability assessments; Provide holistic financial solutions across banking, credit, insurance, and investments; Assist with account modifications and onboarding; Make securities recommendations; Refer opportunities to segment partners; Manage client follow-up and compliance procedures.
Seniority
Mid-level, hands-on IC