Citi Wealth Planner

Publix Serving (Civica)

Dallas, Texas, United States
Base: $170,000.00 - $300,000.00; bonus/equity: not...
Estate planning solutions
Trust and estate industry experience
Strong communication skills
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 demonstrating technical expertise in estate, gift, and income tax planning.
  • Citi offers competitive employee benefits, including medical, dental, and wellness programs.

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

Skills & Requirements

Must-have

  • Estate planning solutions
  • Trust and estate industry experience
  • Strong communication skills

Nice-to-have

  • Creative problem-solving skills
  • Ability to cultivate professional relationships

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter