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Private Wealth Solutions Advisor

Job in O'Fallon, St. Charles County, Missouri, 63366, USA
Listing for: Citi
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 79000 - 110000 USD Yearly USD 79000.00 110000.00 YEAR
Job Description & How to Apply Below

Citi seeks a Wealth Solutions Advisor SAFE Act in Missouri to provide proactive investment and banking guidance, assist with account openings, and gather assets while delivering exceptional service. You’ll handle inbound and outbound calls and coordinate with product specialists to meet client needs.

You will identify opportunities, recommend digital or in-market solutions, ensure KYC/AML compliance, and support mortgage referral processes in a team-based Citi Private Client environment.

This is a strong opportunity to take on the Private Wealth Solutions Advisor role at Citi.

Consider building your career as a Private Wealth Solutions Advisor at Citi.

The Private Wealth Solutions Advisor position in the Sales, IT & Technology field is open for applications.

We have an opening for a Private Wealth Solutions Advisor in O’Fallon, MO, United States within Sales, IT & Technology.

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