Wealth Solutions Advisor SAFE Act
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 (SAFE Act)
Builds
Client relationships and wallet share through financial planning, investment referrals, and banking/lending solutions.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment strategies, banking and lending needs assessment, client profiling, regulatory compliance (KYC/AML), sales and service
Preferred skills
Microsoft Office (Excel, Outlook, Word), financial planning software, digital platform navigation
Technologies
Citigold, Citi Private Client, digital platforms, financial planning software
Responsibilities
Identify and deepen client relationships via proactive outbound and inbound contacts; facilitate transitions to digital solutions; recommend offerings based on suitability assessments; assist with account modifications and onboarding; make securities recommendations; refer opportunities to segment partners; manage client follow-up and compliance procedures.
Seniority
Mid-level (2-5 years experience)