The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

　　Responsibilities:

　　Build relationships with new clients with the goal of bringing in new bank and brokerage assets.

　　Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills

　　Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments

　　Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.

　　Master referral opportunities to grow portfolio.

　　Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)

　　Acquire new clients through converting referral leads.

　　Manage client follow-up and adhere to all Regulatory and Compliance operating procedures

　　Ensure that KYC/AML and other compliance norms are strictly adhered to

　　Partner with all roles on branch team to ensure all clients have a positive in-branch experience

　　Appropriately assess risk when business decisions are made, demonstrating particular 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.

　　Qualifications:

　　5-8 years of experience

　　Experience in a proactive, successful sales and service role in the financial services industry

　　Strong analytical and financial skills

　　Strong verbal and written communication skills

　　Organized with strong attention to detail

　　Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred

　　Basic understanding of investment and financial planning strategies preferred

　　Must be a self-starter, problem solver and a goal-oriented team player able to work without direction

　　Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses

　　Group 1 insurance

　　This 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.

　　Education:

　　Bachelor's/University degree or equivalent experience

　　Private Client Coverage

　　Financial Planning Services

　　Full time

　　Greenburgh New York United States

　　$70,000.00 - $70,000.00

　　Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

　　Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

　　View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .

　　View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) .

　　View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)

　　Citi is an equal opportunity and affirmative action employer.

　　Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.