Senior Wealth Advisor Safe Act - Queens

Work From Home With CiCi

Elmhurst, New York, United States
Base: $70,000.00; bonus/equity: not specified; ben...
Strong analytical and financial skills
Experience in financial services industry
Proactive sales and service role
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 clients and providing investment advice based on profiling and suitability assessments. Citi offers competitive employee benefits, including medical, dental & vision coverage, and paid time off packages

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 clients and providing investment advice based on profiling and suitability assessments. Citi offers competitive employee benefits, including medical, dental & vision coverage, and paid time off packages.

Matching 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 clients and providing investment advice based on profiling and suitability assessments. Citi offers competitive employee benefits, including medical, dental & vision coverage, and paid time off packages.

Salary

Base: $70,000.00; Bonus/Equity: Not specified; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance

Skills & Requirements

Must-have

  • Strong analytical and financial skills
  • Experience in financial services industry
  • Proactive sales and service role

Nice-to-have

  • Strong verbal and written communication skills
  • Organized with attention to detail
  • Self-starter and goal-oriented

Key Requirements

  • 5-8 years of experience
  • Securities Industry Essentials – SIE
  • Active Series 7, 66 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter