Senior Wealth Advisor SAFE Act - DMV Market

Citigroup

Bethesda, Maryland, United States
Base: $70,000.00; bonus/equity: discretionary + fo...
Hybrid
5-8 years of financial services experience
Active series 7 and 66 licenses required
Strong analytical and communication skills
Citigroup is seeking a Senior Wealth Advisor for its Bethesda, Maryland location, focusing on building and deepening client relationships in the financial services sector. The ideal candidate will have 5-8 years of experience in sales and service roles, along with strong analytical and communication skills

Job Summary

  • This role involves building relationships with new clients to bring in bank and brokerage assets while deepening existing relationships through financial planning.
  • The position requires adhering to strict regulatory compliance norms including KYC/AML and registering as a mortgage loan originator under the SAFE Act.
  • Employees benefit from competitive offerings including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Match Score: 85

Citigroup is seeking a Senior Wealth Advisor for its Bethesda, Maryland location, focusing on building and deepening client relationships in the financial services sector. The ideal candidate will have 5-8 years of experience in sales and service roles, along with strong analytical and communication skills.

Salary

Base: $70,000.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability, wellness programs, and paid time off

Skills & Requirements

Must-have

  • 5-8 years of financial services experience
  • Active Series 7 and 66 licenses required
  • Strong analytical and communication skills
  • Proven sales and service track record
  • Knowledge of Microsoft Office and financial planning software

Nice-to-have

  • Self-starter with problem-solving abilities
  • Goal-oriented team player
  • Experience in wealth management segmentation
  • Ability to work without direct supervision

Key Requirements

  • Bachelor's degree or equivalent experience
  • Series 7 and 66 securities licenses
  • Mortgage loan originator registration via NMLS
  • Group 1 insurance eligibility
  • 5-8 years of proactive sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter