Citi Financial Advisor in New York
Primary Location: United States,New York
Education: High School Diploma/GED
Job Function: Sales
Shift: Day Job
Employee Status: Regular
Travel Time: No
Job ID: 16049492
Citi Personal Wealth Management (CPWM) provides clients with professional advice, customized services and access to non-FDIC insured investments and Citi’s resources, including Citi Clarity, our financial planning tool, via in most cases our Citibank branch-based Financial Advisors.
As a Financial Advisor, you will dedicate yourself to reviewing and analyzing a client’s financial condition, rendering advice and making recommendations to help achieve a client’s financial goals, and anticipating and planning for a client's changing financial needs, while adhering to the professional and ethical standards set forth by Citi, FINRA, and other regulatory bodies. The combination of your judgment, analytical skills, interpersonal skills, and various resources and products provided by Citi will afford you a great career opportunity.
•Must have Series 7 & 63 and obtain additional licenses as required
•High school diploma or equivalent; college degree preferred
•Ability to communicate effectively with co-workers and clients
•Excellent written and oral communication skills