Senior Wealth Advisor Safe Act - Queens

Citigroup

Elmhurst, New York, United States
Base: $70,000.00; bonus/equity: not specified; ben...
Hybrid
Financial planning and investment advice
Client relationship management
Compliance with kyc/aml regulations
A career with Citi means joining a global team dedicated to growth, community impact, and making a real difference

Job Summary

  • A career with Citi means joining a global team dedicated to growth, community impact, and making a real difference.
  • The role involves building and deepening client relationships, providing tailored financial advice, and ensuring strict adherence to regulatory and compliance standards.
  • Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), insurance, wellness programs, and paid time off.

Matching Summary

A career with Citi means joining a global team dedicated to growth, community impact, and making a real difference.

Salary

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

Skills & Requirements

Must-have

  • Financial planning and investment advice
  • Client relationship management
  • Compliance with KYC/AML regulations
  • Securities Industry Essentials license
  • Mortgage loan originator registration
  • Strong analytical and communication skills

Nice-to-have

  • Experience with financial planning software
  • Goal-oriented team player
  • Problem solver and self-starter
  • Diplomacy and coaching skills
  • Knowledge of Microsoft Office

Key Requirements

  • 5-8 years financial services experience
  • Active Series 7 and 66 (or 63 and 65) licenses
  • Group 1 insurance license
  • Mortgage loan originator registration with NMLS
  • Bachelor's degree or equivalent experience

Work Rights

Must register as mortgage loan originator with NMLS

Tailored Resume

Cover Letter