Wealth Relationship Manager SAFE ACT Burbank

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

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, intuitively recognize and understand a client’s banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value‑added engagement with clients – high touch, face‑to‑face meetings at the client’s preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.).
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads.
• Manage client follow‑up and adhere to all regulatory and compliance operating procedures.
• Ensure that KYC/AML and other compliance norms are strictly adhered.
• Partner with all roles on branch team to ensure all clients have a positive in‑branch experience.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

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, 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.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet all US FINRA Registration requirements within 150 days of starting in the role.
• Insurance Group 1 required. Must meet all Insurance Group 1 requirements within 150 days of starting in the role.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Education

Bachelor's/University degree or equivalent experience

Job Family Group

Private Client Coverage

Job Family

Financial Planning Services

Time Type

Full time

Primary Location

Burbank, California, United States

Salary Range

$83,920.00 – $125,880.00

Benefits

Citi offers medical, dental and vision coverage; 401(k); life, accident and disability insurance; wellness programs; paid time off including vacation, sick leave and paid holidays.

Equal Opportunity Employer

Citi is an equal opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.