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Junior Financial Planner - Wealth Management

Company: Citi
Location: Stamford
Posted on: June 23, 2022

Job Description:

The Wealth Planning and Financial Wellness group provides our clients with comprehensive financial planning services to meet our client's goals and future financial objectives. Our services include detailed cash flow analysis, asset allocation positioning, education planning, insurance planning and estate planning. The group works closely with all the members of the trusted advisor team including the Banker, Investment Counselor, Wealth Planner and third-party advisors to help provide these solutions to our clients.Responsibilities:

  • Work jointly with Private Bankers and Investment Counselors to take clients and prospective clients through the financial planning process
  • Collaborate with other members of the Financial Planning team in managing the pipeline of planning requests and support the scaling needs
  • Interact with clients to address their financial planning issues on an ongoing basis
  • Directly contributes to client analytics and proposals by preparing, maintaining, and evaluating comprehensive financial plans
  • 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 transparencyQualifications:
    • CFP - preferred with a 2-4+ years' experience creating and presenting comprehensive financial plans for high net worth individuals
    • Strong verbal and written communication skills
    • Organized with strong attention to detail
    • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
    • Working knowledge of cash flow planning, investment planning, income tax planning, retirement planning, insurance planning, and estate planning
    • FINRA Series 7, 63 and 65 or 66
    • High level of personal integrity, commitment to excellence, and a strong desire to learn
    • Sense of urgency and ability to execute quickly and efficiently
    • Upholds a strong significance to business ethicsEducation:
      • Bachelor's/University degree or equivalent experience-Job Family Group:Private Client Coverage-Job Family:Financial Planning Services-Time Type:Full time-Citi is an equal opportunity and affirmative action employer.Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.View the "EEO is the Law" poster. View the EEO is the Law Supplement.View the EEO Policy Statement.View the Pay Transparency Posting-Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

Keywords: Citi, Stamford , Junior Financial Planner - Wealth Management, Accounting, Auditing , Stamford, Connecticut

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