Job Summary

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Matching Summary

Salary

Base: $88,400.00 - $132,600.00; Bonus/Equity: discretionary and formulaic incentive and retention awards; Benefits: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.

Skills & Requirements

Key Requirements

• 5-8 years of experience
• US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66
• Insurance Group 1 required
• Mortgage loan originator registration (SAFE Act)
• Bachelor's/University degree or equivalent experience

Work Rights