Citi Wealth Planner

Publix Serving (Civica)

New York City, New York, United States
Base: $170,000.00 - $300,000.00; bonus/equity: not...
Estate and tax planning expertise
Strong communication skills
Creative problem-solving abilities
The Citi Wealth Planner partners closely with Private Bankers to implement customized wealth structuring services

Job Summary

  • The Citi Wealth Planner partners closely with Private Bankers to implement customized wealth structuring services.
  • This role involves developing proactive estate planning solutions tailored to individual client circumstances.
  • Citi offers competitive employee benefits, including medical coverage and paid time off packages.

Matching Summary

The Citi Wealth Planner partners closely with Private Bankers to implement customized wealth structuring services.

Salary

Base: $170,000.00 - $300,000.00; Bonus/Equity: Not specified; Benefits: Competitive employee benefits including medical, dental & vision coverage

Skills & Requirements

Must-have

  • Estate and tax planning expertise
  • Strong communication skills
  • Creative problem-solving abilities

Nice-to-have

  • Ability to cultivate professional relationships
  • Experience in business succession planning

Key Requirements

  • JD degree required
  • Minimum eight years of trust and estate experience
  • Proven presentation skills

Work Rights

Not specified

Tailored Resume

Cover Letter