Priority Advisor SAFE Act

The Priority Advisor SAFE Act is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Reviews and analyzes a client's financial condition, rendering advice and making recommendations to help achieve a client's financial goals. Anticipates and plans for a client's changing financial needs, while adhering to the professional and ethical standards set forth by Citi, FINRA, and other regulatory bodies.

Responsibilities:

• Build relationships with new Citi Priority and CitiGold clients with the goal of bringing in new assets.
• Develop relationships with existing clients in PWM and our 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
• Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.
• Demonstrate to clients and prospects the value of Citi Personal Wealth Management, resulting in asset accumulation, deepening wallet share, while growing revenue and improving retention
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures

Qualifications:

• 2-5 years investments-securities experience and /or experience on a bank-based platform
• Consistently demonstrates clear and concise written and verbal communication skills
• Demonstrated ability to motivate and influence others.
• Attention to detail and excellent time management skills, with a goal of implementing a defined process
• Working knowledge of related industry practices and standards
• PC proficiency, including WORD, EXCEL, PowerPoint and applicable internal systems.
• Securities Industry Essentials - SIE - Active Series 7, 66 (or 63 and 65) licenses
• Group 1 Insurance license
• Required 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 engaging in mortgage loan originator activities, to maintain and renew that

Education:

• Bachelor's/University degree or equivalent experience

Job Family Group:
Consumer Sales

Job Family:
Consumer Product Sales

Time Type:

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.

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.