Wealth Solutions Advisor SAFE Act - Jacksonville
About The Position
The Wealth Solutions Advisor is a developing professional role providing proactive investment and banking guidance and education. The advisor opens accounts and gathers assets, 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 the channels and account solutions best suited to each client, including digital platforms, centralized team-based advice, and in-market dedicated advice. The advisor builds and deepens relationships across Citi Private Client, Citigold, Priority, and Everyday Banking tiers. They assess client needs and suitability, recommend appropriate offerings, support investment-related tasks, and provide end-to-end service and issue resolution. The role also involves making securities recommendations and providing investment advice through selected solutions using firm models and research, while following regulatory, compliance, KYC/AML, and risk-management requirements. The position is based in Jacksonville, Florida, and requires SAFE Act-related mortgage loan originator registration before referring interested clients for mortgage needs.
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.
- Organizational skills and strong attention to detail.
- Active Securities Industry Essentials (SIE) and Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses.
- Group 1 insurance qualification.
- Bachelor’s degree or equivalent experience.
- Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and meet the associated registration, renewal, update, and identifier requirements.
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.
- Takes ownership of effort and performance and makes a positive team impact.
- Self-starter, problem solver, and goal-oriented team player able to work without direction.
Responsibilities
- Build and deepen client relationships through proactive inbound and outbound contacts, financial planning, discovery, and profiling to grow wallet share across Citi Private Client, Citigold, Priority, and Everyday Banking tiers.
- Help transition clients to digital solutions when those solutions better fit their needs.
- Respond to referrals and introductions from business partners and digital sources, recommending offerings based on client profiling and suitability assessments.
- Anticipate complex financial needs and offer appropriate products, services, and tools based on client profiling.
- Work with product specialists to understand clients’ banking, credit, life insurance, and investment needs and goals, 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 of 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 through selected solutions using 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 appropriately, protect the firm’s reputation and assets, comply with applicable laws and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.
- Register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier before referring interested clients to Citibank for mortgage needs; maintain and renew the registration annually, update registration information promptly, and provide the identifier to consumers as required.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid time off, including planned vacation and unplanned sick leave
- Paid holidays
- Eligible employees may receive discretionary and formulaic incentive and retention awards
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
