Wealth Solutions Advisor

Citi

. Build and deepen client relationships through proactive outbound and inbound contacts .

Posted 10/9/2026full-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 guidance, and compliance within the financial services industry. Proficient in utilizing financial planning software and adhering to regulatory requirements while delivering exceptional client service.

Highest-signal resume keywords

Client Relationship ManagementInvestment GuidanceSecurities Industry Essentials (SIE)Active Series 7 and 66 LicensesKYC/AML Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Analytical SkillsFinancial SkillsInvestment StrategiesFinancial Planning SoftwareAccount Management

Soft Skills

Verbal CommunicationWritten CommunicationAttention to DetailProblem SolvingGoal-Oriented

Tools & Technologies

Microsoft OfficeExcelOutlookWord

Certifications & Qualifications

Securities Industry Essentials (SIE)Active Series 7 LicenseActive Series 66 LicenseGroup 1 InsuranceMortgage Loan Originator Registration

Industry Keywords

Financial ServicesClient ProfilingHolistic Banking SolutionsCompliance ProceduresInvestment Advice

About the role

Key responsibilities & impact

Build and deepen client relationships through proactive outbound and inbound contacts
Provide investment and banking guidance and education
Open accounts and gather assets for new and existing clients
Deliver exceptional service and resolve client issues
Make investment and banking referrals based on client profiling and suitability assessments
Identify digital, centralized team-based, in-market, and dedicated advice solutions
Anticipate complex financial needs and offer holistic banking, credit, life insurance, and investment solutions
Assist with account modifications, options applications, online resources, and onboarding
Qualify banking referrals and marketing enrollments for digital accounts
Articulate the value of Citigold, Citi Private Client, and digital programs
Track client interactions, update open issue records, and monitor progress
Source, acquire, and expand customer relationships through sales and service opportunities
Make securities recommendations and investment advice using firm models and research
Refer opportunities to segment partners
Manage client follow-up and comply with regulatory and compliance procedures
Assess and escalate risk and control issues while safeguarding Citigroup, clients, and assets

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
Self-starter, problem solver, and goal-oriented team player able to work without direction
Securities Industry Essentials (SIE)
Active Series 7 and 66 licenses, or Series 63 and 65 licenses
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
Must adhere to KYC/AML and other compliance requirements

Benefits

Comp & perks

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