Elite Wealth Relationship Manager

Citi; Chicago (IL); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) and life insurance

Paid time off and wellness programs

Job summary

Citi is seeking an experienced financial planner in Chicago, Illinois, to enhance relationships with affluent clients. This role involves identifying client needs, providing tailored financial solutions, and ensuring compliance with all regulations.

The ideal candidate will have 5-8 years of experience, strong analytical skills, and proficiency in financial planning tools like NaviPlan Select. Competitive benefits are offered, including health coverage and 401(k).

Qualifications

• 5-8 years of experience in financial planning or a related field.
• Current Registration for FINRA series 6, 63, and 65 required.
• Insurance group 1 must be obtained within 120 days if not currently held.

Responsibilities

• Identify and build relationships to gain wallet share of affluent clients.
• Offer financial solutions based on client needs and goals.
• Provide regular engagement through meetings and communication.
• Source and expand high value customer relationships.

Skills

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to detail

Self-starter, problem solver, and goal-oriented

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

NaviPlan Select or similar financial planning software

Job description

Citi is seeking an experienced financial planner in Chicago, Illinois, to enhance relationships with affluent clients. This role involves identifying client needs, providing tailored financial solutions, and ensuring compliance with all regulations.

The ideal candidate will have 5-8 years of experience, strong analytical skills, and proficiency in financial planning tools like NaviPlan Select. Competitive benefits are offered, including health coverage and 401(k).