Wealth Relationship Manager Safe Act - Nyc Metro

Work From Home With CiCi

Huntington, New York, United States
Base: $88,400.00 - $132,600.00; bonus/equity: disc...
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5-8 years of experience in wealth management
Strong analytical and financial skills required
Excellent discovery and profiling skills for clients
** This job posting is for a Wealth Relationship Manager at Citi, focusing on the affluent and High Net Worth segments in the NYC Metro area. The role requires strong analytical and communication skills, a thorough understanding of financial products, and compliance with regulatory standards. **

Job Summary

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

Matching Summary

Match Score: 75

** This job posting is for a Wealth Relationship Manager at Citi, focusing on the affluent and High Net Worth segments in the NYC Metro area. The role requires strong analytical and communication skills, a thorough understanding of financial products, and compliance with regulatory standards. **

Salary

Base: $88,400.00 - $132,600.00; 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 in wealth management
  • Strong analytical and financial skills required
  • Excellent discovery and profiling skills for clients

Nice-to-have

  • Self-starter and problem solver mindset
  • Experience with Money Guide Pro or NaviPlan Select
  • Ability to work without direction effectively

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 required
  • Knowledge of Microsoft Office and financial planning software preferred

Work Rights

Not specified

Tailored Resume

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