- Build relationships with new clients with the goal of bringing in new bank and brokerage assets
- Deepen relationships with existing clients in Citi Personal Wealth Management 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 and research
- Master referral opportunities to grow portfolio
- Refer opportunities to segment partners where appropriate (including, but not limited to 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 strict adherence to KYC/AML and other compliance norms
- 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
- Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits
- 5-8 years of experience serving in a financial advisory capacity
- 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 License
- 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
- Bachelor's/University degree or equivalent experience
-
Wealth Advisor
2 weeks ago
Premier America Credit Union Los Angeles, United StatesJob Title: · Wealth Advisor · At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of ...
-
Associate Wealth Advisor
1 week ago
Walt Disney Company Anaheim, United StatesJob Posting Title: · Associate Wealth Advisor Req ID: · Job Description: · Responsible for meeting and consulting with members to assess their financial planning needs by reviewing their financial information, and providing customized financial planning to allow them to meet thei ...
-
Associate Wealth Advisor
2 weeks ago
The Walt Disney Company Anaheim, United StatesResponsible for meeting and consulting with members to assess their financial planning needs by reviewing their financial information, and providing customized financial planning to allow them to meet their needs and goals. · Primary Responsibilities · Meets with clients and pros ...
-
Wealth Advisor
2 weeks ago
Zions Bancorporation Irvine, United StatesAssociates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique exp ...
-
Wealth Advisor
3 days ago
Premier America Credit Union Los Angeles, United StatesJob Description · Job Description Description: · Job Title: · Wealth Advisor · At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by ...
-
Senior Wealth Advisor
2 weeks ago
Atlas Los Angeles, United StatesAtlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. · As a VC-backed FinTech company, our ...
-
Wealth Advisor
2 weeks ago
Zions Bancorporation Irvine, United StatesIn search of a dedicated Wealth Advisor to join our team of bank partners in the Irvine/ South California marketplace. At California Bank & Trust, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: R Wealth Advisor, Wealth, Finan ...
-
Associate Wealth Advisor
1 week ago
Halbert Hargrove Long Beach, United StatesJob Description · Job Description · About the Associate Wealth Advisor · The Associate Wealth Advisor partners with Regional Directors, Wealth Advisors and Client Service Managers in the day-to-day requirements of client accounts, ensuring that their portfolio management is con ...
-
Associate Wealth Advisor
2 weeks ago
Halbert Hargrove Long Beach, United StatesJob Description · Job DescriptionAbout the Associate Wealth Advisor · The Associate Wealth Advisor partners with Regional Directors, Wealth Advisors and Client Service Managers in the day-to-day requirements of client accounts, ensuring that their portfolio management is continuo ...
-
Wealth Management Advisor
1 week ago
Capstone Partners Financial and Insurance Services (LA) Los Angeles, United StatesJob Description · Job DescriptionCapstone Partners is seeking a Wealth Management Advisor with 2-4 years of financial planning experience and an existing book of business to join one of our established producer groups. · The best way we can understand if we are the right fit for ...
-
Wealth Advisor
4 weeks ago
Judson Group Pasadena, United StatesJudson Group has been retained by an exponentially growing RIA in the search for a Wealth Advisor - CFP. This individual will support the firm's Managing Directors by actively participating in client meetings, assisting with the development of investment and financial planning st ...
-
Private Wealth Advisor
3 weeks ago
GT Investment Management Los Angeles, United StatesUnhappy with your current RIA? · Interested in higher payouts? · Want access to a best-in-class, turnkey asset management platform? · That also provides private equity and alternative investment options? · If so, GT Investment Management might be for you. · Who We Are · GT ...
-
SVP-Wealth Advisor
4 days ago
ECG Resources Los Angeles, United StatesJob Description · Job DescriptionPrivately Held Multi-Trillion Dollar Investment Firm seeks an SVP/Private Wealth Advisor in LA to join an exclusive Private Client team and serve as primary point of contact for UHNW clients in providing full suite of investment solutions in addit ...
-
Senior Wealth Advisor
3 weeks ago
Atlas Los Angeles, United StatesAtlas is a next-gen wealth and asset management company. We are building the technology, products, and services that radically improve the client experience while giving advisors superpowers to run and scale their business more efficiently. · As a VC-backed FinTech company, our ...
-
Wealth Advisor
3 weeks ago
Premier America Credit Union Los Angeles, United StatesJob Title: · Wealth Advisor · At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of ...
-
Wealth Managment Advisor
2 weeks ago
U.S. Bank Mission Viejo, United StatesWealth Managment Advisor - Mission Viejo page is loaded · Wealth Managment Advisor - Mission Viejo · Apply · locations · Mission Viejo, CA · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · At U.S. Bank, we're on a journey to do our best. Hel ...
-
Senior Wealth Advisor
1 week ago
Citigroup Inc Los Angeles, United StatesCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Cit ...
-
Wealth Management Advisor
1 week ago
US Bank Los Angeles, United StatesJob Description · At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition ...
-
Wealth Management Advisor
1 week ago
TIAA Pasadena, United StatesJob Description · Wealth Management Advisor · Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solu ...
-
Wealth Management Advisor
1 week ago
US Bank Los Angeles, United StatesJob Description · At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition ...
Senior Wealth Advisor - Fullerton, United States - Citigroup Inc
Description
Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients.The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.
The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.
Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients.
The client is at the center of everything we do.As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.
Job Responsibilities:Private Client Coverage
Job Family:
Financial Planning Services
Time Type:
Primary Location:
Fullerton California United States
Primary Location Full Time Salary Range:
$70, $70,000.00
In 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 Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date:Apr 17, 2024
Citi is an equal opportunity and affirmative action employer.
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.
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.
View the "EEO is the Law" poster. View the EEO is the Law Supplement.View the EEO Policy Statement.
View the Pay Transparency Posting
