Wealth Relationship Manager SAFE ACT - La Canada

Citigroup

La Cañada Flintridge, California, United States
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
On-site
5-8 years of experience
Strong analytical and financial skills
Current us finra registration sie series 6 63 65 or 7 66
Citigroup is seeking a Wealth Relationship Manager in La Cañada Flintridge, California, to build relationships with affluent clients and provide tailored financial solutions. The role requires strong analytical skills, financial planning expertise, and compliance knowledge, alongside an emphasis on client engagement and team collaboration

Job Summary

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

Matching Summary

Match Score: 85

Citigroup is seeking a Wealth Relationship Manager in La Cañada Flintridge, California, to build relationships with affluent clients and provide tailored financial solutions. The role requires strong analytical skills, financial planning expertise, and compliance knowledge, alongside an emphasis on client engagement and team collaboration.

Salary

Base: $83,920.00 - $125,880.00; Bonus/Equity: Discretionary and formulaic incentive and retention 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
  • Strong analytical and financial skills
  • Current US FINRA Registration SIE Series 6 63 65 or 7 66

Nice-to-have

  • Experience with Money Guide Pro or NaviPlan Select
  • Self-starter and problem solver
  • Goal-oriented team player

Key Requirements

  • Bachelor's degree or equivalent experience
  • Must meet all US FINRA Registration requirements within 150 days
  • Must meet all Insurance Group 1 requirements within 150 days
  • Register as mortgage loan originator with Nationwide Mortgage Licensing System

Work Rights

Not specified

Tailored Resume

Cover Letter