Wealth Advisor

Falls Church, VA
Sep 15, 2021
Sep 22, 2021
Accountant, IT
Full Time
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Additional information may be found at www.citigroup.com or www.citi.com . Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank - an institution connecting millions of people across hundreds of countries and cities. **Description of Citi Personal Wealth Management** Citi Personal Wealth Management (CPWM) provides financial planning and wealth management services via our Citibank branch-based advisors and centralized service centers. CPWM will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent solutions. The goal for CPWM is to lead the industry in client-centric investments. As a Wealth Advisor, you will dedicate yourself to reviewing and analyzing a client's financial condition, rendering advice and making recommendations to help achieve a client's financial goals, and anticipating and planning for a client's changing financial needs, while adhering to the professional and ethical standards set forth by Citi, FINRA, and other regulatory bodies. The combination of your judgment, analytical skills, interpersonal skills, and various resources and products provided by Citi will afford you a great career opportunity. + Strong Computer Skills (MS Office) + Excellent verbal and written skills + Ability to build rapport over the phone + Ability to be flexible with work schedule to include weekends and evenings + Proven success working in a team environment + Attention to detail + Solid work ethic, professionalism, and positive attitude + Ability to thrive in a dynamic work environment + Comprehensive industry and investment knowledge + Consultative sales skills + Securities Industry Essentials - SIE, Active Series 7, (63 and 65) or 66 license + Group 1 Insurance license + Bachelor's degree, Financial preferred + 5 or more years of proactive, successful sales and service experience in the financial services industry 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. **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified 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 Citi ( . View the "EEO is the Law ( " poster. View the EEO is the Law Supplement ( . View the EEO Policy Statement ( . View the Pay Transparency Posting ( English_formattedESQA508c.pdf) Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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