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Citi Wealth Planner at Citi

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

31 Mar, 26

Salary

0.0

Posted On

31 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Structuring, Estate Planning, Gift Planning, Income Tax Planning, Transition Event Planning, Business Succession Planning, Charitable Planning, Insurance Planning, Communication Skills, Problem Solving, Client Service, Technical Proficiency, Relationship Building, Marketing Development, Trust Industry Knowledge, Estate Industry Experience

Industry

Financial Services

Description

Demonstrates technical expertise and ability to provide guidance on wealth structuring matters, including: Estate, gift and income tax planning Transition event planning Business succession planning Charitable planning and related vehicles Insurance planning Focuses on enhancing CPBs overall practice by sharing best practices and technical information; aiding the development of marketing materials and writing technical pieces for internal and external distribution. Cultivates relationships with professional contacts, such as attorneys and CPAs, resulting in additional business opportunities. JD degree required A minimum of eight years of trust and estate industry experience required. Strong knowledge and proven technical proficiency in the legal, and tax issues relative to the trust and estate field. Proven strong communication skills to interact effectively with current and potential clients and their advisors. Competence in working through complex organizations to solve problems and deliver superior client service. ------------------------------------------------------ Job Family Group: Private Client Product Services ------------------------------------------------------ Job Family: Trust Wealth Planning ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 06, 2026 ------------------------------------------------------

Responsibilities

The Citi Wealth Planner provides guidance on various wealth structuring matters and enhances the overall practice by sharing best practices and developing marketing materials. They also cultivate relationships with professional contacts to generate additional business opportunities.