Elite Wealth Advisor for HNW Clients

Citi; Chicago (IL); On-site; USD 78,000 - 117,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

401(k) plan

Job summary

Citi in Chicago seeks a Senior Financial Planner to identify, deepen, and manage relationships with affluent and high-net-worth clients, delivering holistic financial solutions using profiling and planning tools. You will meet clients at preferred locations, coordinate with product specialists, and drive growth through referrals and high-touch service.

The role requires 5–8 years of experience, FINRA registrations, mortgage licensing, and strong communication skills; you will manage compliance,

Qualifications

• 5–8 years of experience in financial planning or private wealth advisory.
• Strong analytical and financial skills are required.
• Excellent verbal and written communication abilities.
• Organized with meticulous attention to detail.
• Experience with NaviPlan Select or similar planning software preferred.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients through financial planning and discovery skills.
• Anticipate complex financial needs and offer holistic solutions across products and services.
• Provide high-touch, face-to-face meetings at clients' preferred locations with regular engagement.
• Refer opportunities to internal partners and expand high-value client relationships.
• Ensure compliant operations, KYC/AML and adherence to Citi policies.

Skills

Financial planning

Relationship management

Verbal communication

Attention to detail

Microsoft Office

NaviPlan Select

Self-starter

Education

Bachelor's degree

Tools

NaviPlan Select

Microsoft Office

Job description

Citi in Chicago seeks a Senior Financial Planner to identify, deepen, and manage relationships with affluent and high-net-worth clients, delivering holistic financial solutions using profiling and planning tools. You will meet clients at preferred locations, coordinate with product specialists, and drive growth through referrals and high-touch service.

The role requires 5–8 years of experience, FINRA registrations, mortgage licensing, and strong communication skills; you will manage compliance,