Senior Wealth Advisor SAFE Act

Senior Wealth Advisor SAFE Act

The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. Recognized as a technical authority for an area within the business, they require basic commercial awareness and multiple peers within the business provide the same level of subject matter expertise.

Developed communication and diplomacy skills are required to guide, influence, and convince others, in particular colleagues in other areas and occasional external customers. Their significant impact on the area comes through complex deliverables, providing advice and counsel related to the technology or operations of the business. Their work impacts an entire area, which eventually affects overall performance and effectiveness of the sub‑function/job family.

• Provide a wide variety of financial and investment services to an Ultra High Net Worth client base in the United States.
• Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.
• Conduct sophisticated economic and financial market analyses.
• Analyze economic trends/activities and advise on the effects on the investors' portfolios.
• Recommend changes to the investors' holdings after evaluating economic, financial and market factors and the potential impact on their portfolios.
• Adhere to a specific prospecting code of conduct, which permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and prohibits seminars, mail campaigns, cold calling and any other solicitation methods.
• Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.
• Appropriately assess risk when business decisions are made, demonstrating particular 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.

• 6-10 years of experience
• US:
  Registered FINRA Series 7;
  Series 66 (or Series 63 and 65) is required for CGMI.
• Group 1 insurance
• Proficient in software applications (e.g., Microsoft Word, Excel)
• Knowledge of Bloomberg is a definite asset
• Ability to communicate with co‑workers and clients.
• Excellent written and communication skills.
• Strong financial background

• Bachelor's/University degree, Master's degree preferred

Private Client Coverage

Financial Planning Services

Full time

Pasadena, California, United States

$70,000.00 - $

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  Available offerings may vary by jurisdiction, job level, and date of hire.

Please see the requirements listed above.

For complementary skills, please see above and/or contact the recruiter.

Feb 10, 2026

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