Wealth Relationship Manager SAFE ACT - Las Vegas (Lakes Branch)

Citigroup

Las Vegas, Nevada, United States
Base: $78,080.00 - $117,120.00; bonus/equity: disc...
On-site
5-8 years of experience in wealth management
Strong analytical and financial skills
Verbal and written communication skills
The role involves identifying and deepening relationships to gain wallet share within the affluent and High Net Worth segments through financial planning

Job Summary

  • The role involves identifying and deepening relationships to gain wallet share within the affluent and High Net Worth segments through financial planning.
  • Employees are expected to anticipate complex client needs and offer holistic solutions using a wide range of banking, credit, and investment products.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

The role involves identifying and deepening relationships to gain wallet share within the affluent and High Net Worth segments through financial planning.

Salary

Base: $78,080.00 - $117,120.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off

Skills & Requirements

Must-have

  • 5-8 years of experience in wealth management
  • Strong analytical and financial skills
  • Verbal and written communication skills
  • Knowledge of Microsoft Office suite
  • Self-starter with problem-solving abilities

Nice-to-have

  • Experience with Money Guide Pro or NaviPlan Select
  • Basic understanding of investment strategies
  • Goal-oriented team player
  • Ability to work without direction

Key Requirements

  • Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66
  • Must meet all Insurance Group 1 requirements within 150 days
  • Register as mortgage loan originator with Nationwide Mortgage Licensing System
  • Bachelor's degree or equivalent experience
  • 5-8 years of professional experience

Work Rights

Not specified

Tailored Resume

Cover Letter