Private Wealth Relationship Manager

Citi; Burbank (CA); On-site; USD 83,920 - 125,880; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) retirement plan

Paid time off

Job summary

Citi is seeking a motivated financial professional in Burbank, California, to deepen client relationships and deliver tailored financial solutions for affluent and high-net-worth clients.

The qualified candidate will possess strong analytical and communication skills, along with a Bachelor's degree. This role also requires various FINRA registrations and a commitment to compliance standards.

Benefits include medical coverage, 401(k), and paid time off.

Qualifications

• 5-8 years of experience in financial planning.
• Required FINRA Registration (SIE, Series 6, 63, and 65 or Series 7 and 66).
• Knowledge of investment strategies preferred.

Responsibilities

• Build and deepen relationships for affluent clients.
• Provide holistic financial solutions.
• Manage compliance with regulatory procedures.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Organizational skills

Attention to detail

Problem-solving

Team player

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a motivated financial professional in Burbank, California, to deepen client relationships and deliver tailored financial solutions for affluent and high-net-worth clients.

The qualified candidate will possess strong analytical and communication skills, along with a Bachelor's degree. This role also requires various FINRA registrations and a commitment to compliance standards.

Benefits include medical coverage, 401(k), and paid time off.