Wealth Solutions Advisor SAFE Act - C11 - JACKSONVILLE/O'FALLON

Citi • St. Louis, MO

11d • $76,560 - $106,840

About The Position

The Wealth Solutions Advisor SAFE Act position is a developing professional role focused on proactive investment and banking guidance and education. The advisor supports account opening and asset gathering, provides exceptional service, makes investment and banking referrals, and manages clients’ banking and lending needs. The role handles an equal distribution of inbound and outbound calls and identifies channel and account solutions suited to each client, including digital platforms, centralized team-based advice, and in-market dedicated advice.

The advisor builds and deepens relationships with clients across Citi Private Client, Citigold, Priority, and Everyday Banking tiers. The role provides financial planning, discovery, and suitability-based recommendations; supports clients with banking, credit, life insurance, and investment needs; and collaborates with product specialists and segment partners. The advisor also supports digital and dedicated-advice clients, manages client follow-up and issue resolution, and follows applicable regulatory, compliance, KYC/AML, and risk-management requirements.

This position requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry, obtaining a unique identifier before referring interested clients for mortgage needs, maintaining and renewing registration annually, updating registration information promptly, and providing the identifier to consumers as required by regulations and Citi policies.

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.
• Active Securities Industry Essentials (SIE) and Series 7 and 66 licenses, or Series 7 and both Series 63 and 65 licenses.
• Group 1 insurance.
• Register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry, obtain and maintain the required unique identifier and registration, renew registration annually, and update registration information as required.
• Bachelor’s/University degree or equivalent experience.
• Self-starter, problem solver, and goal-oriented team player able to work without direction.
• Take ownership of effort and performance and make a positive impact on the team.

Nice To Haves

• Knowledge of Microsoft Office, including Excel, Outlook, and Word.
• Experience with financial planning software.
• Basic understanding of investment and financial planning strategies.

Responsibilities

• Identify, build, and deepen relationships with clients through proactive inbound and outbound contacts, using financial planning, discovery, and profiling to grow relationships across Citi Private Client, Citigold, Priority, and Everyday Banking tiers.
• Help transition clients whose needs are better aligned with digital solutions.
• Respond to referrals and introductions from business partners and digital sources, recommending offerings based on client profiling and suitability assessments.
• Anticipate complex client financial needs and offer suitable products, services, and tools.
• Recognize clients’ banking, credit, life insurance, and investment needs and goals, with support from product specialists, and provide holistic financial solutions.
• Assist with investment-related tasks, including account modifications, options applications or agreements when applicable, guidance on online resources, and resolution of issues escalated by Operations and Account Opening teams.
• Qualify banking referrals and marketing enrollments for digital accounts.
• Assist with onboarding and account opening for new clients.
• Explain the value proposition for Citigold, Citi Private Client, and available digital programs.
• Provide support and issue resolution for digital and dedicated-advice clients, taking end-to-end ownership of client needs.
• Track client interactions, update records of open issues, and monitor progress.
• Source, acquire, and expand customer relationships by maximizing sales and service opportunities.
• Make securities recommendations and provide investment advice using selected solutions, firm models, and research.
• Refer opportunities to appropriate segment partners, including Senior Wealth Advisors, Small Business Partners, Home Lending Officers, and Digital Wealth Solutions.
• Manage client follow-up and comply with regulatory and compliance procedures.
• Adhere to KYC/AML and other compliance requirements.
• Assess risk in business decisions, protect the firm’s reputation and assets, comply with laws and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.

Benefits

• Medical, dental, and vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including planned vacation time and unplanned sick leave.
• Paid holidays.
• Eligible employees may receive discretionary and formulaic incentive and retention awards.

What This Job Offers

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