Wealth Solutions Advisor SAFE Act

Citi • San Antonio, TX

1d

About The Position

Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions Respond 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: Assist with onboarding and account opening for new clients Provide exceptional support and issue resolution for digital and dedicated advice clients, assuming end-to-end ownership for client needs 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

Requirements

• 2-5 years of industry 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
• Takes ownership of effort, performance, and making a positive team impact
• 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 (required)
• Group 1 insurance
• Bachelor's/University degree or equivalent experience

Nice To Haves

• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
• Basic understanding of investment and financial planning strategies preferred

Responsibilities

• Facilitate client transitions to digital solutions
• Respond to referrals and recommend suitable offerings
• Anticipate financial needs and offer solutions
• Recognize client needs and provide holistic financial solutions
• Assist with investment-related tasks
• Provide support and issue resolution
• Manage client follow-up
• Adhere to regulatory and compliance procedures
• Ensure KYC/AML compliance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level