Wealth Strategist

Citigroup Inc is seeking a skilled Wealth Strategist to join their team. This role offers a competitive salary of $83,920 - $125,880 per year, depending on experience and location. The position is based in La Canada Flintridge, California.

In this role, you will be responsible for building and deepening relationships with affluent and high net worth clients to gain incremental wallet share. You will anticipate complex financial needs and offer solutions through a wide range of products and services.

Your primary responsibilities will include:

• Identifying opportunities to grow the portfolio and acquiring new clients through referral leads.
• Providing regular value-added engagement with clients, including face-to-face meetings and consistent communication.
• Mastering referral opportunities to grow the portfolio.
• Partnering with all roles on the branch team to ensure a positive in-branch experience for all clients.

You will also be responsible for ensuring compliance with regulatory requirements and adhering to all operating procedures.

The ideal candidate will have 5-8 years of experience in financial planning and relationship management. They should possess strong analytical and financial skills, as well as excellent communication and diplomacy skills.

Citigroup Inc offers a comprehensive benefits package, including medical, dental, and vision coverage, 401(k), life insurance, and wellness programs. We are an equal opportunity employer and welcome applications from diverse candidates.