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Wealth Solutions Advisor SAFE Act at Citi - ApplyBlast

Wealth Solutions Advisor SAFE Act

Citi

10 days ago

3.6 on Glassdoor

Ofallon, Missouri, 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 to clients across various tiers, including Citi Private Client and Citigold. The position requires managing client relationships, identifying financial needs, and offering tailored solutions through digital platforms or dedicated advice. This developing professional role focuses on account opening, asset gathering, and ensuring compliance with regulatory standards.

Responsibilities

Identify and deepen client relationships through proactive outreach and financial planning
Provide investment and banking guidance including account opening and asset gathering
Manage client follow-up and ensure strict adherence to regulatory and compliance procedures

Skills

Qualifications

Series 7Series 66Series 63Series 65Mortgage 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.