Citigroup, Inc

Citi Wealth - Wealth Advisor - Senior Vice President

Citigroup, Inc$158K — $237K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years in financial services or wealth management
  • Expertise in investment advice with strong analytical skills
  • In-depth knowledge of investment products and wealth planning
  • Proven ability to manage complex internal and external relationships
  • FINRA licenses: SIE, S7, S31 & S66 (or S63 & S65)

Responsibilities

  • Proactively identify and engage prospective clients while deepening existing relationships
  • Provide expert investment advice leveraging wealth planning and private banking knowledge
  • Manage the full sales cycle from opportunity identification to account funding
  • Coordinate with Relationship Manager to collect KYC documentation and ensure compliance
  • Maintain client relationships through periodic reviews and performance presentations
  • Handle complex client inquiries and account-related changes with Client Service Officer
  • Collaborate with internal teams to ensure seamless client experiences and compliance
  • Assess risk and manage transparency in control issues

Benefits

  • Medical, dental, and vision coverage
  • 401(k) plan
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off including vacation and sick leave
  • Paid holidays
Full Job Description
The Wealth Advisor is a senior-level position responsible for deepening existing client relationships and driving the delivery of comprehensive wealth management solutions. Working in close coordination with the dedicated team, the Wealth Advisor will ensure a superior client experience while making significant contributions to the commercial objectives and growth of the business.

Responsibilities:
  • Proactively identify, engage, and convert prospective clients while deepening relationships with existing clients by positioning the full value proposition across deposits, investments, mortgage, and lending.
  • Provide expert investment advice and solutions, leveraging in-depth knowledge of traditional investments, wealth planning, and private banking services to optimize client service and identify cross-marketing opportunities.
  • Manage the end-to-end sales cycle from opportunity identification through account funding, including owning and managing investment and non-investment pipelines, and ensuring accurate tracking and reporting.
  • Coordinate with client Relationship Manager, including working directly with clients to collect necessary KYC documentation and ensuring compliance with regulatory requirements in partnership with operations.
  • Grow and maintain strong client relationships through periodic check-ins, owning the periodic review process, managing exception and pricing requests, and conducting performance portfolio reviews and client presentations.
  • Coordinate with Client Service Officer, handling complex client inquiries, supporting documentation, and managing various account-related changes such as wire intake and processing, address changes, and fraud event escalations.
  • Collaborate effectively with internal partners, product experts, and compliance teams to deliver seamless client experiences and ensure adherence to policies and regulations.
  • Appropriately assess risk, adhere to compliance, laws, rules, and regulations, apply sound ethical judgment, and escalate/manage control issues with transparency.


Qualifications:
  • 8+ years of experience in financial services, wealth management, or private banking.
  • Demonstrated expertise in providing investment advice and solutions, with strong analytical skills to solve problems and develop innovative solutions.
  • In-depth knowledge of investment products, wealth planning, and client relationship management.
  • Proven ability to manage complex relationships, both internal and external, and excellent multi-tasking abilities.
  • FINRA Series SIE, S7, S31 & S66 (or S63 & S65)


Education:
  • Bachelor's/University degree required.
  • Master's degree (e.g., MBA) or other advanced degree (e.g., CFA) preferred


Job Family Group:
Private Client Coverage

Job Family:
Private Banker

Time Type:
Full time

Primary Location:
Miami Florida United States

Primary Location Full Time Salary Range:
$158,400.00 - $237,600.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills
Please see the requirements listed above.

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:
May 27, 2026

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

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Join the vibrant team at Citigroup, Inc, a leading global bank, and propel your career into the future. Citigroup offers a plethora of job opportunities that span across various fields and expertise, making it an ideal place for ambitious professionals to thrive.

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Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ

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