Senior Wealth Advisory & Relationship Leader

Citigroup Inc.; Palm Springs (CA); On-site; USD 78,080 - 117,120; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

Citigroup Inc. is looking for a Wealth Relationship Mgmt. Sr. Analyst to provide holistic financial solutions and deepen client relationships in Palm Springs. The ideal candidate will help affluent clients meet their financial goals through strategic planning and compliance adherence.

This position requires strong analytical and communication skills, as well as a bachelor's degree and relevant certifications. Citigroup offers competitive salaries ranging from $78,080 to $117,120 along with comprehensive employee benefits.

Qualifications

• 5-8 years of experience in financial services.
• Must meet current US FINRA Registration requirements.
• Insurance Group 1 required.

Responsibilities

• Build and deepen relationships with affluent clients.
• Anticipate complex financial needs and offer solutions.
• Manage client follow-up and adhere to compliance procedures.

Skills

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to details

Knowledge of Microsoft Office (Excel, Outlook, Word)

Self-starter and problem solver

Goal-oriented team player

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is looking for a Wealth Relationship Mgmt. Sr. Analyst to provide holistic financial solutions and deepen client relationships in Palm Springs. The ideal candidate will help affluent clients meet their financial goals through strategic planning and compliance adherence.

This position requires strong analytical and communication skills, as well as a bachelor's degree and relevant certifications. Citigroup offers competitive salaries ranging from $78,080 to $117,120 along with comprehensive employee benefits.