Wealth Solutions Advisor SAFE Act - Jacksonville
Citi · Jacksonville Florida United States, United States of America
Don’t apply blind. See how your CV matches this role first — free, in 30 seconds.
You will leave NewLuxJob. We do not receive or handle applications.
- Company
- Citi
- Location
- Jacksonville Florida United States, United States of America
- Posted
- October 16, 2026
About this job
The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ability to effectively communicate within a team-based environment. You will be responsible for proactive investment and banking guidance/education, which includes account opening and asset gathering, providing exceptional service, making investment/banking referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal distribution of both inbound and outbound calls. Additionally, you must demonstrate the ability to identify channel and account solutions that best meet the needs of the client, which may include digital platforms, centralized team-based advice, or in-market, dedicated advice.…
This is a short summary.
Want to know if you're a fit? Check your CV against this role — free, in 30 seconds.
Similar jobs
- Associate BDM WM Inc. · Unilever
- Registered Nurse Surgical Care Center Part time Days · Northwestern Memorial Healthcare
- Nursing Director of Operations-Maternity and Nursing Support Services · Northwestern Memorial Healthcare
- Patient Care Technician Surgical Intermediate Surgical Care Full Time Days · Northwestern Memorial Healthcare
- Associate Director, AMI Curricula · Allergan Aesthetics
- Scientific Director, Medical Affairs - Parkinson's Disease · AbbVie
See if your CV fits this job
Paste your CV for an instant match score against this role — and get a tailored cover letter in one click.
- Instant match score for this role
- Tailored cover letter in one click
- Free — no credit card