More jobs:
Wealth Solutions Advisor, SAFE Act Specialist
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-08-11
Listing for:
Citi
Full Time
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Citi in Jacksonville, Florida is seeking a Wealth Solutions Advisor under the SAFE Act to deliver proactive investment and banking guidance. You will assist with account openings, asset gathering, and high-service client support across Citi Private Client, Citigold, Priority, and Everyday Banking tiers.
The role requires strong communication, financial planning skills, and the ability to coordinate with product specialists to meet client needs.
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