Wealth Solutions Advisor SAFE Act
Citi(24 days ago)
About this role
The Wealth Solutions Advisor (SAFE Act) is a developing professional role within Citi’s Private Client Coverage focused on delivering proactive investment and banking guidance and client education. The role supports account opening, asset gathering, and fulfilling banking and lending referrals while handling both inbound and outbound client calls. The advisor identifies appropriate channel solutions — digital, centralized, or in-market dedicated advice — and collaborates with specialists to route complex needs.
Required Skills
- Financial Planning
- Client Relationships
- Account Opening
- Investment Advice
- Compliance
- KYC/AML
- Mortgage Referral
- Communication
- Sales
- Microsoft Office
Qualifications
- Bachelor's Degree or Equivalent Experience
- Securities Industry Essentials (SIE)
- Series 7
- Series 66 or Series 63 and 65
- Group 1 Insurance
- Mortgage Loan Originator Registration (NMLS)
About Citi
citi.comCitibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.
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