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.Responsibilities:Identify, 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.Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutionsRespond 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.Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.With 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. Assist clients as needed with investment related tasks, including:Account modificationsOptions applications/agreements, if applicableGuidance on utilizing online resourcesResolving client issues escalated by Operations and Account Opening teamsQualify banking referrals and marketing enrollments for digital accountsAssist with onboarding and account opening for new clientsConfidently articulate the value proposition for Citigold and Citi Private Client and digital programs availableProvide exceptional support and issue resolution for digital and dedicated advice clients, assuming end-to-end ownership for client needsAccurately track client interactions, update records of open client issues and monitor progressProactively source, acquire and expand customer relationships by maximizing sales and service opportunities.Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.)Manage client follow-up and adhere to all Regulatory and Compliance operating proceduresEnsure that KYC/AML and other compliance norms are strictly adhered toAppropriately 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.Qualifications:2-5 years of industry experienceExperience in a proactive, successful sales and service role in the financial services industryStrong analytical and financial skillsStrong verbal and written communication skillsOrganized with strong attention to detailKnowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferredBasic understanding of investment and financial planning strategies preferredTakes ownership of effort, performance, and making a positive team impactMust be a self-starter, problem solver and a goal-oriented team player able to work without directionSecurities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses (required)Group 1 insuranceThis 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/Universitydegree or equivalent experience------------------------------------------------------Job Family Group:Private Client Coverage------------------------------------------------------Job Family:Financial Planning Services------------------------------------------------------Time Type:------------------------------------------------------Primary Location:Jacksonville Florida United States------------------------------------------------------Primary Location Full Time Salary Range:$76,560.00 - $106,840.00In 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.------------------------------------------------------Anticipated Posting Close Date:May 08, 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.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 reviewAccessibility at Citi.View the "EEO is the Law" poster. View theEEO is the Law Supplement .View theEEO Policy Statement .View thePay Transparency Posting
