Wealth Relationship Manager - HNW Financial Advisor

Citigroup Inc.; Rockville (MD); On-site; USD 84,000 - 126,000; Full time

Job summary

Citigroup Inc. is seeking a Wealth Relationship Manager in Rockville, MD to deepen relationships with affluent clients through comprehensive financial planning, cash flow analysis, and investment guidance.

The role emphasizes high-touch engagement, regulatory compliance, and collaborating with product specialists to tailor holistic banking and investment solutions. Qualified candidates typically have 5–8 years of relevant experience, strong communication skills, and FINRA registrations.

Qualifications

• 5–8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
• Must meet ALL US FINRA Registration within 150 days of starting in the role.
• This position requires registration as a mortgage loan originator with the Registry before referrals.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• With product specialists, understand banking, credit and investment needs.
• Provide regular value-added, high-touch client engagement.
• Master referral opportunities to grow portfolio.
• Proactively source and expand high-value client relationships.

Skills

Relationship management

Financial planning

Analytical skills

Verbal and written communication

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a Wealth Relationship Manager in Rockville, MD to deepen relationships with affluent clients through comprehensive financial planning, cash flow analysis, and investment guidance.

The role emphasizes high-touch engagement, regulatory compliance, and collaborating with product specialists to tailor holistic banking and investment solutions. Qualified candidates typically have 5–8 years of relevant experience, strong communication skills, and FINRA registrations.