Wealth Management Financial Planning Analyst

The Financial Planning group provides our clients with comprehensive financial planning services to meet our client’s goals and future financial objectives.  Our services include detailed cash flow analysis, asset allocation positioning, education planning, insurance planning and estate planning. The group works closely with all the members of the trusted advisor team including the Banker, Investment Counselor, Wealth Planner and Highland Capital representative to help provide these solutions to our clients.

Responsibilities:

• Support senior financial planners by preparing, maintaining and evaluating comprehensive financial plans
• Work closely with the client advisory team (Private Bankers, Investment Counselors, and Wealth Planners) to develop integrated solutions for clients
• Analyze financial plans to provide recommendations to meet client specific goals and objectives
• Involved in all aspects of the financial planning business and processes from client meetings to business reporting
• Ad hoc reporting and analyses
• Maintain groups internal informational databases and pipeline
• Directly contributes to client analytics and proposals
• Explores and develops new business opportunities
• Appropriately assess risk when business decisions are made, demonstrating particular 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

Qualifications:

• 2-5 years relevant experience
• Strong analytical and financial skills
• Strong verbal and written communication skills
• Organized with strong attention to detail
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
• Basic understanding of investment and financial planning strategies
• Must be a self-starter, problem solver and a goal-oriented team player
• FINRA Series 7, 63 and 65 or 66
• High level of personal integrity, commitment to excellence, and a strong desire to learn
• Sense of urgency and ability to execute quickly and efficiently
• Upholds a strong significance to business ethics

Education:

• Bachelor's/University degree or equivalent experience

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.