Senior Wealth Advisor Safe Act

Citi Handlowy

Miami, Florida, United States
Base: $120,000.00; bonus/equity: not specified; be...
Not specified (assumed in-office due to the nature of the role).
Financial and investment advisory services
High net worth client management
Economic and financial market analysis
Citi Handlowy is seeking a Senior Wealth Advisor SAFE Act in Miami, Florida, to provide financial and investment services to ultra-high-net-worth clients. The role requires significant expertise in financial analysis, client management, and compliance with regulatory standards

Job Summary

  • The Senior Wealth Advisor SAFE Act is a strategic professional who contributes to directional strategy and provides expert advice impacting the business area.
  • Responsibilities include managing accounts of ultra high net worth investors, conducting sophisticated market analyses, and developing financial strategies in collaboration with Private Bankers.
  • Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), insurance, wellness programs, and paid time off packages.

Matching Summary

Match Score: 85

Citi Handlowy is seeking a Senior Wealth Advisor SAFE Act in Miami, Florida, to provide financial and investment services to ultra-high-net-worth clients. The role requires significant expertise in financial analysis, client management, and compliance with regulatory standards.

Salary

Base: $120,000.00; Bonus/Equity: Not specified; Benefits: Medical, dental, vision coverage, 401(k), insurance, wellness programs, paid time off

Skills & Requirements

Must-have

  • Financial and investment advisory services
  • High net worth client management
  • Economic and financial market analysis
  • Risk assessment and compliance adherence
  • Collaboration with Private Bankers

Nice-to-have

  • Developed communication and diplomacy skills
  • Knowledge of Bloomberg software
  • Ability to influence and convince others
  • Strong written and verbal communication
  • Ethical judgment and transparency

Key Requirements

  • 6-10 years of experience
  • NYSE Series 7 and 66 licenses
  • Group 1 Insurance license
  • Bachelor's degree required; Master's preferred

Work Rights

Not specified

Tailored Resume

Cover Letter