Priority Financial Advisor Rockland county

Citibank - More jobs by this advertiser
Priority Financial Advisor Rockland county-19011004
Description
 

Business Summary:

Citi Personal Wealth Management (CPWM) provides brokerage servicing and financial advisory assistance for local and international Citi clients that are in the Citi Priority client segment (households below $200k)

Position Summary:

As a Priority Financial 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.

Job Responsibilities:

  • Build relationships with new Citi Priority and CitiGold clients with the goal of bringing in new bank and brokerage assets.
  • Deepen 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
  • 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.
  • 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.

Qualifications
 
  • Strong Computer Skills (MS Office)
  • Excellent verbal and written skills
  • Ability to build rapport over the phone, and have excellent partnership and interpersonal skills.
  • Ability to be flexible with work schedule to include weekends and evenings
  • Proven success working in a team environment
  • Attention to detail and excellent time management skills, with a goal of implementing a defined process.
  • Solid work ethic, professionalism, and positive attitude
  • Ability to thrive in a dynamic work environment that is highly impacted by uncontrollable events such as market volatility and sudden account value changes with clients.
  • Comprehensive industry and investment knowledge
  • Consultative sales skills
  • Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
  • Group 1 Insurance license
  • Bachelor's degree, Financial Preferred
  • 1 or more years of proactive, successful sales and service experience in the financial services industry.
  EEO Statement: Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity  Pay Transparency: Citi won’t discriminate against anyone for discussing pay, but those with access to pay data in their work can’t disclose it unless responding to complaints/investigations or legal requirements.



16 March 2019
Location: United States New York New City
Work type:
Full time
Sector:
Banking and Financial Services
Profession:
Other
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

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