Senior Wealth Advisor Safe Act

Workforcity

Chicago, Illinois, United States
Base: $120,000.00; bonus/equity: discretionary + f...
Financial and investment services
Ultra high net worth client base
Economic and financial market analyses
Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States

Job Summary

  • Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.
  • Conduct sophisticated economic and financial market analyses and advise on the effects on investors' portfolios.
  • Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Matching Summary

Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.

Salary

Base: $120,000.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off

Skills & Requirements

Must-have

  • Financial and investment services
  • Ultra high Net Worth client base
  • Economic and financial market analyses
  • Investor portfolio evaluation
  • Prospecting code of conduct adherence

Nice-to-have

  • Diplomacy and influencing skills
  • Commercial awareness
  • Relationship building with bankers

Key Requirements

  • 6-10 years of experience
  • Registered FINRA Series 7
  • Series 66 (or Series 63 and 65)
  • Group 1 insurance
  • Proficient in Microsoft Word, Excel
  • Knowledge of Bloomberg
  • Bachelor's/University degree, Master's degree preferred

Work Rights

Not specified

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