Senior Wealth Advisor SAFE Act

Citigroup

Miami, Florida, United States
Base: $200,000.00; bonus/equity: discretionary + f...
On-site
10+ years financial services experience
Proactive sales and service role
Strong analytical and financial skills
Citi is seeking a Senior Wealth Advisor SAFE Act in Miami, Florida, to provide financial and investment services to ultra-high-net-worth clients. The ideal candidate should have over ten years of experience in financial services, strong analytical and communication skills, and the ability to build relationships and manage portfolios

Job Summary

  • This role involves providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.
  • The position requires jointly developing financial strategies with Private Bankers and conducting sophisticated economic and financial market analyses.
  • Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Match Score: 85

Citi is seeking a Senior Wealth Advisor SAFE Act in Miami, Florida, to provide financial and investment services to ultra-high-net-worth clients. The ideal candidate should have over ten years of experience in financial services, strong analytical and communication skills, and the ability to build relationships and manage portfolios.

Salary

Base: $200,000.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs

Skills & Requirements

Must-have

  • 10+ years financial services experience
  • Proactive sales and service role
  • Strong analytical and financial skills
  • Sophisticated economic market analysis
  • Client portfolio management expertise

Nice-to-have

  • Self-starter problem solver
  • Goal-oriented team player
  • Excellent communication skills
  • Microsoft Office proficiency
  • Bloomberg terminal knowledge

Key Requirements

  • Bachelor's degree required, Master's preferred
  • Registered FINRA Series 7 license
  • Series 66 or Series 63/65 license
  • SAFE Act mortgage loan originator registration
  • 10+ years of relevant industry experience

Work Rights

Not specified

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