Elite Wealth Relationship Architect

Citi; New York (NY); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) retirement plan

Wellness programs

Job summary

Citi in Brooklyn, NY is seeking a Private Client Financial Planner to identify and deepen relationships with affluent and high-net-worth clients, delivering tailored wealth management solutions.

With product specialists, you will conduct regular high-touch engagements, ensure KYC/AML compliance, and coordinate with Lending and Financial Advisor teams; a Bachelor's degree and FINRA registration are required.

Qualifications

• Bachelor's degree or equivalent required.
• 5–8 years of experience in private client or financial planning.
• FINRA registrations required: SIE, Series 6/63/65 or 7/66.
• Mortgage loan originator registration within 150 days of start.

Responsibilities

• Identify and deepen relationships to gain wallet share with affluent and HNW clients.
• Offer holistic financial solutions across products based on profiling.
• Provide regular high-touch engagement with face-to-face meetings at clients' locations.
• Refer opportunities to segment partners when appropriate.
• Ensure KYC/AML and regulatory compliance.

Skills

Relationship-building

Financial analysis

Communication skills

Attention to detail

Self-starter

Regulatory awareness

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Excel

Job description

Citi in Brooklyn, NY is seeking a Private Client Financial Planner to identify and deepen relationships with affluent and high-net-worth clients, delivering tailored wealth management solutions.

With product specialists, you will conduct regular high-touch engagements, ensure KYC/AML compliance, and coordinate with Lending and Financial Advisor teams; a Bachelor's degree and FINRA registration are required.