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Citi Wealth Coach

Job Req ID 22549102 Location(s) San Antonio, Texas; O'Fallon, Missouri; Jacksonville, Florida Job Category Consumer Sales
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The Investment Sales Intmd Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.


  • Provide both basic and complex financial advice to investment clients.
  • Advise clients on products and services.
  • Work with partners in sales training, process and fulfillment.
  • Develop relationships with existing clients and build relationships with new clients via business development calls.
  • Respond to sales leads generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments.
  • Ensure that sales activities are conducted within the approved compliance and regulatory framework.
  • Work with relationship managers in total client relationship building and financial planning propositions.
  • Performs other duties and functions as assigned.
  • Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
  • 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.


  • 2-5 years relevant experience
  • Proactive, successful sales and service experience in the financial services industry
  • Comprehensive view on Economics, Finance and Investment.
  • Deep knowledge on investment & insurance products.
  • Client orientation and mindset, able to stay on top of client needs and initiate or prepare a timely response.
  • PC proficiency, including WORD, EXCEL, PowerPoint and applicable internal systems.
  • Required Licensing/Registration: Series 7, Series 63, Series 65
  • Group 1 Insurance license preferred
  • Possess ability to acquire additional licenses as needed


  • Bachelor’s/University degree or equivalent experience


Job Family Group:

Consumer Sales


Job Family:



Time Type:


Primary Location:

San Antonio Texas United States


Primary Location Salary Range:

$58,230.00 - $81,240.00


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

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View the EEO Policy Statement.

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