Wealth Relationship Manager SAFE ACT - Wilshire Westwood

Citigroup

Los Angeles, California, United States
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
On-site
5-8 years of professional experience
Strong analytical and financial skills
Verbal and written communication skills
This role involves identifying and building relationships to gain wallet share within the affluent and High Net Worth segments

Job Summary

  • This role involves identifying and building relationships to gain wallet share within the affluent and High Net Worth segments.
  • The position requires anticipating complex client financial needs and offering holistic solutions through banking, credit, and investment products.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), and paid time off packages.

Matching Summary

This role involves identifying and building relationships to gain wallet share within the affluent and High Net Worth segments.

Salary

Base: $83,920.00 - $125,880.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs

Skills & Requirements

Must-have

  • 5-8 years of professional experience
  • Strong analytical and financial skills
  • Verbal and written communication skills
  • Microsoft Office proficiency
  • Self-starter and problem solver

Nice-to-have

  • Experience with Money Guide Pro software
  • Knowledge of NaviPlan Select tools
  • Background in investment strategies
  • Team player with coaching abilities

Key Requirements

  • Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66
  • Mortgage loan originator registration with NMLS required
  • Insurance Group 1 certification required
  • Bachelor's degree or equivalent experience
  • Must meet all FINRA and Insurance requirements within 150 days

Work Rights

Not specified

Tailored Resume

Cover Letter