Associate Banker SAFE Act LO, AVP - San Francisco Area

Citigroup

Palo Alto, California, United States
Base: $109,120.00 - $163,680.00; bonus/equity: dis...
Hybrid
Safe act lo certification required
Series 7 and series 66 licenses
3-7 years financial services experience
Citi is seeking an Associate Banker SAFE Act LO for their Palo Alto or San Francisco locations. The role requires a seasoned professional with experience in wealth management, responsible for developing sales strategies, managing client relationships, and ensuring compliance with regulations

Job Summary

  • This role involves partnering with bankers to create sales strategies that generate revenue growth and acquire new target clients.
  • The position requires conducting prospect research, generating leads, and organizing client events to deepen relationships.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), and paid time off packages.

Matching Summary

Match Score: 85

Citi is seeking an Associate Banker SAFE Act LO for their Palo Alto or San Francisco locations. The role requires a seasoned professional with experience in wealth management, responsible for developing sales strategies, managing client relationships, and ensuring compliance with regulations.

Salary

Base: $109,120.00 - $163,680.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs

Skills & Requirements

Must-have

  • SAFE Act LO certification required
  • Series 7 and Series 66 licenses
  • 3-7 years financial services experience
  • Prospecting and lead generation skills
  • Client meeting coordination and planning

Nice-to-have

  • Experience in wealth management roles
  • Strong internal and external relationship management
  • Ability to multi-task effectively
  • Coaching and training new recruits
  • Strategic marketing campaign execution

Key Requirements

  • Bachelor's degree or equivalent experience
  • FINRA SIE, Series 7, and Series 66 licenses
  • 3-7 years of relevant industry experience
  • Compliance with SAFE Act regulations

Work Rights

Not specified

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