Private Wealth Relationship Strategist

Citigroup Inc.; Los Angeles (CA); On-site; USD 83,920 - 125,880; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

A prominent financial institution is seeking a Sr. Analyst for Wealth Relationship Management in Los Angeles, CA. This role requires 5-8 years of experience in financial planning, strong analytical, communication, and organizational skills. The analyst will build relationships with affluent clients, anticipating their financial needs and offering tailored solutions. Completion of required US FINRA registrations is essential within the first 150 days. The position offers a competitive salary range between $83,920 and $125,880, alongside comprehensive employee benefits.

Qualifications

• 5-8 years of experience in financial planning.
• Must have US FINRA Registration: SIE, Series 6, 63, and 65 or Series 7 and 66.
• Self-starter, problem solver and goal-oriented.

Responsibilities

• Build and deepen relationships with affluent clients.
• Anticipate complex financial needs and offer solutions.
• Provide holistic financial solutions to clients.

Skills

Analytical skills

Verbal and written communication

Attention to detail

Knowledge of Microsoft Office

Knowledge of financial planning software

Understanding of investment strategies

Education

Bachelor's/University degree

Tools

Money Guide Pro

NaviPlan Select

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

A prominent financial institution is seeking a Sr. Analyst for Wealth Relationship Management in Los Angeles, CA. This role requires 5-8 years of experience in financial planning, strong analytical, communication, and organizational skills. The analyst will build relationships with affluent clients, anticipating their financial needs and offering tailored solutions. Completion of required US FINRA registrations is essential within the first 150 days. The position offers a competitive salary range between $83,920 and $125,880, alongside comprehensive employee benefits.