Senior Wealth Advisor Safe Act

Citi Handlowy

Chicago, Illinois, United States
Base: $120,000.00; bonus/equity: not specified; be...
Financial and investment services
Economic and financial market analysis
Risk assessment and compliance
The Senior Wealth Advisor SAFE Act is a strategic professional who contributes to directional strategy and provides advice related to the technology or operations of the business

Job Summary

  • The Senior Wealth Advisor SAFE Act is a strategic professional who contributes to directional strategy and provides advice related to the technology or operations of the business.
  • Responsibilities include managing accounts of high net worth investors, conducting sophisticated economic and financial market analyses, and developing financial strategies 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

The Senior Wealth Advisor SAFE Act is a strategic professional who contributes to directional strategy and provides advice related to the technology or operations of the business.

Salary

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

Skills & Requirements

Must-have

  • Financial and investment services
  • Economic and financial market analysis
  • Risk assessment and compliance
  • Client relationship development
  • Portfolio management strategies

Nice-to-have

  • Developed communication and diplomacy skills
  • Ability to influence and convince others
  • Proficient in Microsoft Word and Excel
  • Knowledge of Bloomberg
  • Strong written communication skills

Key Requirements

  • 6-10 years of experience
  • Registered FINRA Series 7
  • Series 66 or Series 63 and 65 required for CGMI
  • Group 1 insurance
  • Bachelor's degree required; Master's preferred

Work Rights

Not specified

Tailored Resume

Cover Letter