Wealth Solutions Advisor

Citi

. Identify, build, and deepen client relationships through proactive outbound and inbound contacts .

Posted 10/13/2026full-timeUnited StatesJuniorMid-Level💰 $76,560 - $106,840 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, investment solutions, and compliance within the financial services industry. Proficient in utilizing financial planning software and adhering to regulatory requirements while providing exceptional client service.

Highest-signal resume keywords

Client Relationship ManagementInvestment SolutionsRegulatory ComplianceSales and Service ExperienceFinancial Planning Software

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Analytical SkillsFinancial SkillsInvestment StrategiesKYC/AML ComplianceAccount OpeningSecurities RecommendationsRisk ManagementDigital Solutions TransitionProactive Sales TechniquesClient Profiling

Soft Skills

Verbal CommunicationWritten CommunicationAttention to DetailProblem SolvingTeam Player

Tools & Technologies

Microsoft OfficeFinancial Planning Software

Certifications & Qualifications

Active Series 7 LicenseActive Series 66 LicenseGroup 1 InsuranceMortgage Loan Originator Registration

Industry Keywords

Financial ServicesClient ServiceInvestment GuidanceBanking SolutionsHolistic BankingClient OnboardingSales OpportunitiesCompliance ProceduresClient Follow-UpDigital Programs

About the role

Key responsibilities & impact

Identify, build, and deepen client relationships through proactive outbound and inbound contacts
Provide investment and banking guidance and education
Open accounts and gather assets
Provide exceptional client service and make investment and banking referrals
Manage banking and lending needs
Handle equal distribution of inbound and outbound calls
Transition clients to digital solutions when appropriate
Respond to referrals and introductions from business partners and digital sources
Recommend suitable offerings based on client profiling and suitability assessments
Anticipate complex financial needs and offer solutions across products, services, and tools
Provide holistic banking, credit, life insurance, and investment solutions with product specialist support
Assist with investment-related tasks, account modifications, options applications and agreements, online resources, and escalated client issues
Qualify banking referrals and marketing enrollments for digital accounts
Assist with onboarding and account opening for new clients
Explain the value of Citigold, Citi Private Client, and digital programs
Own support and issue resolution for digital and dedicated advice clients
Track client interactions, update open-issue records, and monitor progress
Source, acquire, and expand customer relationships by maximizing sales and service opportunities
Make securities recommendations and provide investment advice using firm models and research
Refer opportunities to segment partners
Manage client follow-up and comply with regulatory and compliance procedures
Adhere to KYC/AML and other compliance requirements
Assess and manage risk, protect the firm and client assets, and escalate and report control issues

Requirements

What you’ll need

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)
Experience in financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self-starter, problem solver and goal-oriented team player able to work without direction
Active Series 7 and Series 66 licenses, or Series 63 and 65 licenses, required
Group 1 insurance
Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain and maintain a unique identifier before referring interested clients to Citibank for mortgage needs
Bachelor's/University degree or equivalent experience

Benefits

Comp & perks

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid vacation/planned time off
Paid sick leave/unplanned time off
Paid holidays
Discretionary and formulaic incentive and retention awards may be available for eligible employees