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Job description
The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ability to effectively communicate within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering, providing exceptional service, making investment/banking referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal distribution of both inbound and outbound calls. Additionally, you must demonstrate the ability to identify channel and account solutions that best meet the needs of the client, which may include digital platforms, centralized team-based advice, or in-market, dedicated advice.
nResponsibilities:
nnnIdentify, build, and deepen relationships with clients through both proactive outbound and inbound contacts, to gain incremental wallet share of existing client base using financial planning, excellent discovery and profiling skills; segments include of Citi Private Client, Citigold, Priority, and Everyday Banking tiers.
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nnResponsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions
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nnRespond to referrals and introductions generated through business partners and digital sources and recommend the best offering to clients based on client profiling and suitability assessments.
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nnAnticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
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nnWith the support of product specialists, intuitively recognize and understand a client's banking, credit, life insurance, and investment needs and goals to provide holistic financial solutions.
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nnAssist clients as needed with investment related tasks, including:
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nnAccount modifications
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nnOptions applications/agreements, if applicable
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nnGuidance on utilizing online resources
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nnResolving client issues escalated by Operations and Account Opening teams
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nnQualify banking referrals and marketing enrollments for digital accounts
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nnAssist with onboarding and account opening for new clients
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nnConfidently articulate the value proposition for Citigold and Citi Private Client and digital programs available
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nnProvide exceptional support and issue resolution for digital and dedicated advice clients, assuming end-to-end ownership for client needs
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nnAccurately track client interactions, update records of open client issues and monitor progress
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nnProactively source, acquire and expand customer relationships by maximizing sales and service opportunities.
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nnMake securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.
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nnRefer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.)
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nnManage client follow-up and adhere to all Regulatory and Compliance operating procedures
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nnEnsure that KYC/AML and other compliance norms are strictly adhered to
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nnAppropriately assess risk when business decisions are made, demonstrating 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.
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n nQualifications:
nnn2-5 years of industry experience
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nnExperience in a proactive, successful sales and service role in the financial services industry
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nnStrong analytical and financial skills
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nnStrong verbal and written communication skills
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nnOrganized with strong attention to detail
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nnKnowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
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nnBasic understanding of investment and financial planning strategies preferred
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nnTakes ownership of effort, performance, and making a positive team impact
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nnMust be a self-starter, problem solver and a goal-oriented team player able to work without direction
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nnSecurities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses (required)
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nnGroup 1 insurance
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nnThis 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.
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n nEducation:
nnBachelor's/University degree or equivalent experience
n Job Family Group:
nPrivate Client Coverage
Job Family:
nFinancial Planning Services
Time Type:
nFull time
Primary Location:
nOfallon Missouri United States
Primary Location Full Time Salary Range:
n$78,990.00 - $110,210.00
nIn 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.
Most Relevant Skills
nPlease see the requirements listed above.
Other Relevant Skills
nFor complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Automated Processing and AI
nWe use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
nImportantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
nIllinois residents – AI Notice and Right (
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
nIf you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( .
nView Citi’s EEO Policy Statement ( and the Know Your Rights ( poster.
nCiti is an equal opportunity and affirmative action employer.
nMinority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Worksite address
o'fallon, MO, 63366, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.