Senior Wealth Advisor SAFE Act - Miami

Senior Wealth Advisor SAFE Act - Miami (Citi)

Join to apply for this senior wealth advisor SAFE Act role at Citi.

The Senior Wealth Advisor SAFE Act is a seasoned professional role requiring in-depth disciplinary knowledge, contributing to new techniques and improving processes. It integrates subject matter and industry expertise within a defined area, evaluating moderate and complex issues with significant impact, requiring analytical skills, strong communication, and informal / formal leadership. The role involves coaching, training, and influencing decisions through advice and facilitation.

Responsibilities

• Build relationships with new clients to bring in new bank and brokerage assets.
• Deepen relationships with existing clients in PWM and Retail bank through financial planning and discovery and profiling skills.
• Respond to referrals and introductions from business partners, recommending the best offering based on client profiling and suitability assessments.
• Make securities recommendations and provide investment advice using firm models & research.
• Master referral opportunities to grow portfolio.
• Refer opportunities to segment partners when appropriate.
• Convert referral leads into new clients.
• Manage client follow‑up and adhere to all regulatory and compliance procedures.
• Ensure strict adherence to KYC / AML and other compliance norms.
• Partner with branch team to provide a positive in‑branch experience.
• Assess risk in business decisions, demonstrating consideration for the firm’s reputation and safeguarding Citigroup and its clients, driving compliance with laws, rules, and regulations, applying sound ethical judgment, and escalating control issues with transparency.

Qualifications

Education

Location : Miami, Florida, United States – Full time.

Salary range : $70 000.00 – $70 000.00 (base). Additional incentive and retention awards may apply.

Citi is an equal‑opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, etc.

If you are a person with a disability and need a reasonable accommodation, contact our accessibility team.

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