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Wealth Solutions Advisor SAFE Act at Citi - ApplyBlast

Wealth Solutions Advisor SAFE Act

Citi

11 days ago

3.6 on Glassdoor

Jacksonville, Florida, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Wealth Solutions Advisor SAFE Act role involves providing proactive investment and banking guidance, account opening, and asset gathering to clients across various tiers. The position requires managing inbound and outbound calls, identifying client needs, and offering tailored financial solutions through digital platforms or dedicated advice. This developing professional role focuses on building client relationships, making referrals, and ensuring compliance with regulatory standards.

Responsibilities

Identify and deepen client relationships through proactive outbound and inbound contacts
Provide holistic financial solutions and investment advice based on client profiling
Manage client follow-up and adhere to regulatory and compliance operating procedures

Skills

Qualifications

Series 7Series 66Series 63Series 65Mortgage loan originator registration

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

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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.