Job Listing: Investment Consultants Needed!

Role and Responsibilities • Assess, assist, and advise clients as they choose the services best suited for their needs; serving as the client advocate • Develop relationships with existing clients and build relationships with new clients • Demonstrate to clients and prospects the value of Citi Personal Wealth Management, resulting in asset accumulation and retention Responsibilities include: • Proactive, business development calls to prospects and clients, • Present solutions to clients and prospects through face-to-face meetings, • Respond to sales leads generated through business partners • Recommend the best offering to clients based on client profiling and suitability assessments (resulting in a recommendation to a Citi Registered Investment Advisor (RIA), Independent RIA, or the National Investor Center) • Make securities recommendations (advice) to clients who best fit the National Investor Center offering Qualifications and Education Requirements • Bachelor's degree strongly preferred • Series 7 license required at time of hire • Series (63 and 65) or 66 license and Life & Health Insurance Licenses required -- must obtain licenses within a specified timeframe if not currently licensed • 5 or more years of proactive, successful sales and service experience in the financial services industry • Outstanding communication skills • Comprehensive industry and investment knowledge