Senior Financial Planning Analyst

3 days ago


Brooklyn, New York, United States Citigroup Inc Full time
Job Summary

Citigroup Inc. is seeking a highly skilled Senior Financial Planning Analyst to join our team. As a key member of our Wealth Management division, you will be responsible for providing expert financial planning and advisory services to high net worth individuals and families.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with clients to understand their financial goals and objectives.
  • Financial Planning and Analysis: Conduct thorough financial analyses to identify areas of improvement and develop tailored financial plans to meet client needs.
  • Product and Service Recommendations: Provide expert advice on a wide range of financial products and services, including investment, banking, and credit solutions.
  • Client Communication and Engagement: Regularly communicate with clients to provide updates on their financial plans and progress, and to identify new opportunities for growth and development.
  • Team Collaboration: Work closely with other members of the Wealth Management team to ensure seamless delivery of services and to identify opportunities for process improvement.
Requirements
  • Education: Bachelor's degree or equivalent experience in a related field.
  • Experience: 5-8 years of experience in financial planning, wealth management, or a related field.
  • Skills: Strong analytical and financial skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
  • Certifications: FINRA series 6, 63, and 65 registrations required. Series 7 and 66 or equivalent certifications encouraged.
What We Offer
  • Competitive Salary: $88,000 - $132,600 per year.
  • Benefits: Comprehensive benefits package, including medical, dental, and vision coverage, 401(k), and life insurance.
  • Professional Development: Opportunities for professional growth and development, including training and education programs.


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