Senior Wealth Advisor Safe Act - Queens

Publix Serving (Civica)

Elmhurst, New York, United States
Base: $70,000.00; bonus/equity: not specified; ben...
Strong analytical and financial skills
Proactive sales and service experience
Knowledge of financial planning software
The Wealth Relationship Advisor SAFE Act is a seasoned professional role that integrates subject matter expertise within a defined area

Job Summary

  • The Wealth Relationship Advisor SAFE Act is a seasoned professional role that integrates subject matter expertise within a defined area.
  • Responsibilities include building relationships with new clients and deepening existing client relationships through financial planning.
  • Citi offers competitive employee benefits, including medical, dental, and wellness programs.

Matching Summary

The Wealth Relationship Advisor SAFE Act is a seasoned professional role that integrates subject matter expertise within a defined area.

Salary

Base: $70,000.00; Bonus/Equity: Not specified; Benefits: Medical, dental & vision coverage; 401(k); paid time off

Skills & Requirements

Must-have

  • Strong analytical and financial skills
  • Proactive sales and service experience
  • Knowledge of financial planning software

Nice-to-have

  • Self-starter and problem solver
  • Goal-oriented team player
  • Strong attention to detail

Key Requirements

  • 5-8 years of experience
  • Active Series 7, 66 licenses
  • Bachelor's/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

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