Senior Financial Planning Manager

5 days ago


Morton Grove, Illinois, United States Citigroup Inc Full time
About the Role:

Citigroup Inc. is seeking an experienced Wealth Relationship Manager to join our Private Client Coverage team. As a SAFE Act compliant professional, you will be responsible for building and maintaining relationships with affluent clients to drive business growth.

Main Responsibilities:
  • Identify and develop high-value customer relationships.
  • Offer tailored financial solutions to meet client needs.
  • Collaborate with product specialists to provide comprehensive support.
  • Ensure compliance with regulatory requirements.

The ideal candidate will have a strong background in financial planning and services, with excellent communication and interpersonal skills. A bachelor's degree or equivalent experience is required, along with current registration for FINRA series 6, 63, and 65.

Benefits:
  • Competitive salary range of $78,080 - $117,120 per year.
  • Opportunities for career growth and development.
  • A comprehensive benefits package, including medical, dental, and vision coverage.
  • Paid time off and holidays.


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