Wealth Solutions Advisor: Private Client & Digital Guidance
Listed on 2026-10-17
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Citi seeks a Wealth Solutions Advisor SAFE Act in Jacksonville to deliver proactive investment and banking guidance in a team-based setting. You will manage client relationships, assist with account openings, and provide holistic financial solutions across banking, lending, and investments.
Emphasis on transitioning clients to digital platforms and meeting regulatory requirements. The role involves handling inbound and outbound calls, referrals, and ongoing client education to deepen
We are currently recruiting a Wealth Solutions Advisor:
Private Client & Digital Guidance for our team in Jacksonville, FL, United States.
Step into the Wealth Solutions Advisor:
Private Client & Digital Guidance role at Citi in Jacksonville, FL, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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