Financial Planning Analyst - New York

Citigroup

New York, New York, United States
Base: $95,770.00 - $133,630.00; bonus/equity: disc...
Hybrid
Financial plan preparation and evaluation
Client meeting participation
Business reporting
Support senior financial planners by preparing, maintaining and evaluating comprehensive financial plans

Job Summary

  • Support senior financial planners by preparing, maintaining and evaluating comprehensive financial plans.
  • Work jointly with Private Bankers and Investment Counselors to take clients and prospective clients through the financial planning process.
  • Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Matching Summary

Support senior financial planners by preparing, maintaining and evaluating comprehensive financial plans.

Salary

Base: $95,770.00 - $133,630.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off

Skills & Requirements

Must-have

  • Financial plan preparation and evaluation
  • Client meeting participation
  • Business reporting
  • Data analysis tools and methodologies
  • Risk assessment

Nice-to-have

  • Self-starter
  • Problem solver
  • Goal-oriented team player
  • Diplomacy skills

Key Requirements

  • 2-5 years relevant experience
  • Microsoft Office proficiency
  • Bachelor's/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter