Wealth Relationship Manager SAFE ACT Burbank

Citigroup

Burbank, California, United States
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
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5-8 years of experience in wealth management
Strong analytical and financial skills
Verbal and written communication skills
** Citi is seeking a Wealth Relationship Manager in Burbank, California, to deepen relationships with affluent and high-net-worth clients while ensuring compliance with regulatory standards. The ideal candidate should have a strong financial background, excellent communication skills, and relevant industry certifications. **

Job Summary

  • This role focuses on identifying, building, and deepening relationships to gain incremental wallet share within the affluent and High Net Worth segments.
  • The position requires proactively sourcing new clients, managing referrals, and organizing events to enhance client bonding while adhering to strict regulatory compliance.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages alongside a salary range of $83,920 to $125,880.

Matching Summary

Match Score: 75

** Citi is seeking a Wealth Relationship Manager in Burbank, California, to deepen relationships with affluent and high-net-worth clients while ensuring compliance with regulatory standards. The ideal candidate should have a strong financial background, excellent communication skills, and relevant industry certifications. **

Salary

Base: $83,920.00 - $125,880.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability, wellness programs, and paid time off

Skills & Requirements

Must-have

  • 5-8 years of experience in wealth management
  • Strong analytical and financial skills
  • Verbal and written communication skills
  • Microsoft Office proficiency including Excel
  • Self-starter with problem-solving abilities

Nice-to-have

  • Experience with Money Guide Pro or NaviPlan Select
  • Knowledge of investment and financial planning strategies
  • Goal-oriented team player mindset
  • Organized with strong attention to details

Key Requirements

  • Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66
  • Mortgage loan originator registration with Nationwide Mortgage Licensing System
  • Insurance Group 1 certification required
  • Bachelor's degree or equivalent experience
  • Must meet all FINRA and Insurance requirements within 150 days

Work Rights

Not specified

Tailored Resume

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