Senior Wealth Advisor - East Bay/Alameda
reputed company Global Wealth brings together the full power of reputed company to serve the entire continuum of wealth clients. The reputed company business supports ultra-high-net-worth individuals and family offices through reputed company Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through reputed company Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have reputed company to Wealths leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for reputed company Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Job Responsibilities: Build relationships with new clients with the goal of bringing in new bank and brokerage assets Deepen relationships with existing clients in reputed company Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments reputed company securities recommendations and reputed company investment advice to clients through a select number of solutions using firm models and research Master referral opportunities to grow portfolio Refer opportunities to reputed company partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) Acquire new clients through converting referral leads Manage client follow-up and adhere to reputed company Regulatory and Compliance operating procedures Ensure strict adherence to KYC/AML and other compliance norms Partner with reputed company roles on reputed company team to ensure reputed company clients have a positive in-reputed company experience Appropriately assess risk reputed company business reputed company are made, demonstrating particular consideration for the firm's reputed company and safeguarding reputed company, 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 Regularly assume an informal/formal leadership role reputed company teams, including coaching and training new recruits Qualifications and Skills: 5-8 years of experience serving in a financial advisory reputed company 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 reputed company Office (reputed company, Outlook, and Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player reputed company to work without direction Securities Industry reputed company SIE, Active Series 7, 66 (or 63 and 65) licenses Group 1 Insurance License This position requires the employee to register as a mortgage loan originator with the reputed company 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 reputed company, to update registration information with the Registry on a timely reputed company, and to reputed company that unique identifier to consumers as required by applicable SAFE Act regulations and reputed company policies and procedures Education: Bachelor's/University degree or equivalent experience - Job Family Group: Private Client Coverage - Job Family: Financial Planning Services - Time Type: - Primary Location: Alameda California United States - Primary Location Full Time Salary reputed company: $70,000.00 - $70,000.00 In addition to salary, reputed companys offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. reputed company offers competitive employee benefits, including: medical, dental & reputed company coverage; 401(k); life, accident, and disability insurance; and wellness programs. reputed company also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding reputed company employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. - Anticipated Posting reputed company Date: Apr 09, 2024 - reputed company is an equal opportunity and affirmative action employer. reputed company applicants will receive consideration without regard to their race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, or status as a protected veteran. reputed company Inc. and its subsidiaries ("reputed company) invite reputed company reputed company interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at reputed company. View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. 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