Wealth Relationship Manager SAFE Act - Evanston, IL

Citigroup

Evanston, Illinois, United States
Base: $78,080.00 - $117,120.00; bonus/equity: disc...
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5-8 years of experience in wealth management
Strong analytical and financial skills
Excellent verbal and written communication
** Citi is seeking a Wealth Relationship Manager in Evanston, IL, to build and deepen relationships with affluent clients through financial planning and personalized service. The role requires strong analytical and communication skills, as well as a background in financial planning and compliance with regulatory standards. **

Job Summary

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

Matching Summary

Match Score: 75

** Citi is seeking a Wealth Relationship Manager in Evanston, IL, to build and deepen relationships with affluent clients through financial planning and personalized service. The role requires strong analytical and communication skills, as well as a background in financial planning and compliance with regulatory standards. **

Salary

Base: $78,080.00 - $117,120.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability, wellness programs

Skills & Requirements

Must-have

  • 5-8 years of experience in wealth management
  • Strong analytical and financial skills
  • Excellent verbal and written communication
  • Knowledge of Microsoft Office suite
  • Self-starter with problem-solving abilities

Nice-to-have

  • Experience using NaviPlan Select software
  • Basic understanding of investment strategies
  • Goal-oriented team player
  • Organized with strong attention to detail

Key Requirements

  • Bachelor's degree or equivalent experience
  • Current FINRA Series 6, 63, and 65 registration required
  • Mortgage loan originator registration via NMLS required
  • Insurance group 1 required within 120 days
  • US work authorization required

Work Rights

Must have US work authorization

Tailored Resume

Cover Letter