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

Citi • O’Fallon, MO

11d

About The Position

The Wealth Solutions Advisor is a developing professional role providing proactive investment and banking guidance and education. The advisor supports account opening and asset gathering, delivers 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 suitable channel and account solutions, including digital platforms, centralized team-based advice, or dedicated in-market advice.

The advisor builds and deepens client relationships across Citi Private Client, Citigold, Priority, and Everyday Banking tiers through financial planning, discovery, and profiling. They assess client needs and suitability, recommend products and services, provide investment advice through selected firm models and research, and coordinate with product specialists and segment partners to deliver holistic solutions. The role also supports onboarding, account opening, investment-related tasks, digital and dedicated advice clients, issue resolution, and regulatory and compliance requirements.

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), Series 7, and Series 66 licenses, or Series 63 and Series 65 licenses.
• Group 1 insurance.
• Bachelor’s or university degree, or equivalent experience.
• Ability to take ownership of effort and performance and make a positive impact on a team.
• Self-starter, problem solver, and goal-oriented team player able to work without direction.

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 client relationships through proactive inbound and outbound contacts, using financial planning, discovery, and profiling to increase share of wallet across Citi Private Client, Citigold, Priority, and Everyday Banking tiers.
• Professionally help clients transition to digital solutions when those solutions better match their needs.
• Respond to referrals and introductions from business partners and digital sources, and recommend appropriate offerings based on client profiling and suitability assessments.
• Anticipate complex client financial needs and offer solutions from a range of products, services, and tools.
• Work with product specialists to identify clients’ banking, credit, life insurance, and investment needs and goals, and provide holistic financial solutions.
• Assist clients with investment-related tasks, including account modifications, applicable options applications or agreements, 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 opening accounts 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 accurately, update records of open client 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 firm models and research.
• Refer opportunities to 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 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, obtain and maintain a unique identifier, renew and update registration as required, and provide the identifier to consumers as required by applicable regulations and Citi policies.

What This Job Offers

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