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Wealth Solutions Advisor SAFE Act at Citi - ApplyBlast

Wealth Solutions Advisor SAFE Act

Citi

4 months ago

3.6 on Glassdoor

Jacksonville, Florida, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Wealth Solutions Advisor SAFE Act role involves providing proactive investment and banking guidance, including account opening, asset gathering, and making referrals. Candidates will manage both inbound and outbound client interactions while identifying tailored financial solutions for individuals across various service tiers. This position requires handling complex client needs through holistic planning and adhering to strict regulatory compliance standards.

Responsibilities

Proactively engage clients to deepen relationships and increase wallet share
Provide holistic financial solutions for banking, credit, and investment needs
Manage account openings and modifications while resolving escalated issues
Recommend suitable offerings based on client profiling and suitability assessments
Ensure strict adherence to Regulatory and Compliance operating procedures

Skills

Qualifications

Bachelor's DegreeSeries 7 LicenseSeries 66 or 65 LicenseSIE CertificationNMLS Mortgage Loan Originator Registration

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

View Profile

Citibank 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.