Holistic Wealth Solutions Advisor
Listed on 2026-10-20
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Citigroup seeks a Wealth Solutions Advisor SAFE Act to provide proactive investment and banking guidance, education, and account opening support. You will manage inbound/outbound calls, tailor solutions, and collaborate with product specialists to meet client needs across Citi Private Client, Citigold, Priority, and Everyday Banking tiers.
The role emphasizes compliance, KYC/AML, and risk awareness while driving digital and in-market advisory channels.
Are you ready to take on the Holistic Wealth Solutions Advisor role at Citigroup?
We would love to welcome a new Holistic Wealth Solutions Advisor to our organisation in O’Fallon, MO, United States.
For the Holistic Wealth Solutions Advisor position at Citigroup, we are reviewing applications now.
Step into the Holistic Wealth Solutions Advisor role at Citigroup in O’Fallon, MO, United States and grow with us.
Please review the full job details above before applying.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).