Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
With the support of product specialists, intuitively recognize and understand a client's banking, credit, life insurance, and investment needs and goals to provide holistic financial solutions.
Assist clients as needed with investment related tasks, including
Account modifications
Options applications/agreements, if applicable
Guidance on utilizing online resources
Resolving client issues escalated by Operations and Account Opening teams
Qualify banking referrals and marketing enrollments for digital accounts
Assist with onboarding and account opening for new clients
Confidently articulate the value proposition for Citigold and Citi Private Client and digital programs available
Provide exceptional support and issue resolution for digital and dedicated advice clients, assuming end-to-end ownership for client needs
Accurately track client interactions, update records of open client issues and monitor progress
Proactively source, acquire and expand customer relationships by maximizing sales and service opportunities.
Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.
Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.)
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
Ensure that KYC/AML and other compliance norms are strictly adhered to
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, 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.
Qualifications
2-5 years of industry experience
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, and Word) and experience in financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Takes ownership of effort, performance, and making a positive team impact
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 (required)
Group 1 insurance
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.
Education
Bachelor's/University degree or equivalent experience
Job Family Group
Private Client Coverage
Job Family
Financial Planning Services
Time Type
Full time
Primary Location
Jacksonville Florida United States
Primary Location Full Time Salary Range
$76,560.00 - $106,840.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
- Most Relevant Skills
- Please see the requirements listed above.
- Other Relevant Skills
- For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date
Oct 16, 2026
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their 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 search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
