Financial Planning Expert

7 days ago


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

We are seeking a highly skilled Financial Planning Expert to join our team at Citigroup Inc. The successful candidate will be responsible for providing holistic financial solutions to clients and driving business growth.

Key Responsibilities:

  • Identify and build relationships with new clients to increase wallet share.
  • Analyze client needs and develop tailored financial plans.
  • Collaborate with product specialists to offer comprehensive solutions.

Requirements:

  • 5-8 years of experience in financial planning or a related field.
  • Strong knowledge of financial products and services.
  • Excellent communication and interpersonal skills.

Compensation:

The salary for this position is estimated to be between $78,080 and $117,120 per year, based on location and experience.

What We Offer:

Citi provides a comprehensive benefits package, including medical, dental, and vision coverage, 401(k), life insurance, and wellness programs.



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