Citi
Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra‑high‑net‑worth individuals and family offices through Citi 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 Citi Global Wealth at Work.
Responsibilities
Build relationships with new clients with the goal of bringing in new bank and brokerage assets
Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through financial planning and discovery 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 selected solutions using firm models and research
Master referral opportunities to grow portfolio
Refer opportunities to segment 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 all regulatory and compliance operating procedures
Ensure strict adherence to KYC/AML and other compliance norms
Partner with all roles on branch team to ensure all clients have a positive in‑branch experience
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets
Regularly assume an informal or formal leadership role within teams, including coaching and training new recruits
Qualifications and Skills
5–8 years of experience serving in a financial advisory capacity
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, 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 able to work without direction
Securities Industry Essentials – 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 Nationwide Mortgage Licensing System and Registry and obtain a unique identifier, maintain and renew that registration annually, and update registration information on time.
Education
Bachelor’s/University degree or equivalent experience
Benefits
Medical, dental and vision coverage
401(k) retirement plan
Life, accident and disability insurance
Wellness programs
Paid time off packages, including vacation, sick leave and paid holidays
Incentive and retention awards for eligible employees
Employment Details Full time – Primary Location: East Meadow, New York, United States – Salary Range: $70,000.00 – $70,000.00 – Anticipated posting close date: Nov 14 2025
Equal Opportunity Citi is an equal‑opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our application tools, please review the Accessibility at Citi resources. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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Responsibilities
Build relationships with new clients with the goal of bringing in new bank and brokerage assets
Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through financial planning and discovery 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 selected solutions using firm models and research
Master referral opportunities to grow portfolio
Refer opportunities to segment 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 all regulatory and compliance operating procedures
Ensure strict adherence to KYC/AML and other compliance norms
Partner with all roles on branch team to ensure all clients have a positive in‑branch experience
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets
Regularly assume an informal or formal leadership role within teams, including coaching and training new recruits
Qualifications and Skills
5–8 years of experience serving in a financial advisory capacity
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, 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 able to work without direction
Securities Industry Essentials – 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 Nationwide Mortgage Licensing System and Registry and obtain a unique identifier, maintain and renew that registration annually, and update registration information on time.
Education
Bachelor’s/University degree or equivalent experience
Benefits
Medical, dental and vision coverage
401(k) retirement plan
Life, accident and disability insurance
Wellness programs
Paid time off packages, including vacation, sick leave and paid holidays
Incentive and retention awards for eligible employees
Employment Details Full time – Primary Location: East Meadow, New York, United States – Salary Range: $70,000.00 – $70,000.00 – Anticipated posting close date: Nov 14 2025
Equal Opportunity Citi is an equal‑opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our application tools, please review the Accessibility at Citi resources. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr