Citigroup, Inc

Wealth Solutions Advisor SAFE Act

Citigroup, Inc • $76K — $106K *
Jacksonville, FL 32210Hybrid
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 2-5 years of industry experience
  • Proven track record in a sales and service role within financial services
  • Strong analytical and financial skills
  • Excellent verbal and written communication abilities
  • Highly organized with strong attention to detail
  • Proficiency in Microsoft Office and financial planning software (preferred)
  • Basic knowledge of investment and financial planning strategies is a plus
  • Securities licenses (Series 7, 66 or 63 & 65) required
  • Active registration as a mortgage loan originator under SAFE Act guidelines

Responsibilities

  • Build and strengthen client relationships through proactive outreach and exceptional discovery skills
  • Guide clients transitioning to digital solutions while maintaining professionalism
  • Respond to and recommend the best products based on client assessments and referrals
  • Anticipate clients' complex financial needs and propose fitting solutions
  • Collaborate with product specialists to provide comprehensive financial solutions to clients
  • Assist with various investment-related tasks such as onboarding, account modifications, and issues resolution
  • Track client interactions and manage follow-ups while adhering to compliance and regulatory procedures

Benefits

  • Medical, dental, and vision coverage
  • 401(k) retirement plan
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off including vacation and sick leave
Full Job Description
The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ability to effectively communicate within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering, providing exceptional service, making investment/banking referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal distribution of both inbound and outbound calls. Additionally, you must demonstrate the ability to identify channel and account solutions that best meet the needs of the client, which may include digital platforms, centralized team-based advice, or in-market, dedicated advice.

Responsibilities:
  • Identify, build, and deepen relationships with clients through both proactive outbound and inbound contacts, to gain incremental wallet share of existing client base using financial planning, excellent discovery and profiling skills; segments include of Citi Private Client, Citigold, Priority, and Everyday Banking tiers.
  • Responsibly and professionally engage with clients to facilitate the transition of individuals whose needs are better aligned with digital solutions
  • Respond to referrals and introductions generated through business partners and digital sources and recommend the best offering to clients based on client profiling and suitability assessments.
  • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
  • With the support of product specialists, intuitively recognize and understand a client's banking, credit, life insurance, and investment needs and goals to provide holistic financial solutions.
  • Assist clients as needed with investment related tasks, including:
    • Account modifications
    • Options applications/agreements, if applicable
    • Guidance on utilizing online resources
    • Resolving client issues escalated by Operations and Account Opening teams
    • Qualify banking referrals and marketing enrollments for digital accounts
    • Assist with onboarding and account opening for new clients
  • Confidently articulate the value proposition for Citigold and Citi Private Client and digital programs available
  • Provide exceptional support and issue resolution for digital and dedicated advice clients, assuming end-to-end ownership for client needs
  • Accurately track client interactions, update records of open client issues and monitor progress
  • Proactively source, acquire and expand customer relationships by maximizing sales and service opportunities.
  • Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.
  • Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.)
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
  • Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.


Qualifications:
  • 2-5 years of industry experience
  • Experience in a proactive, successful sales and service role in the financial services industry
  • Strong analytical and financial skills
  • Strong verbal and written communication skills
  • Organized with strong attention to detail
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
  • Basic understanding of investment and financial planning strategies preferred
  • Takes ownership of effort, performance, and making a positive team impact
  • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
  • Securities Industry Essentials - SIE - Active Series 7, 66 (or 63 and 65) licenses (required)
  • Group 1 insurance
  • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.


Education:
  • Bachelor's/University degree or equivalent experience


Job Family Group:
Private Client Coverage

Job Family:
Financial Planning Services

Time Type:
Full time

Primary Location:
Jacksonville Florida United States

Primary Location Full Time Salary Range:
$76,560.00 - $106,840.00

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:
Jun 17, 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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Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Finance & Insurance
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ
C
* Ladders Estimates

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