Assistant Vice President Financial Planning Analyst

Discover your future at Citi

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Job Overview

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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Job Family Group:

Private Client Coverage

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Job Family:

Financial Planning Services

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$121,200.00 - $181,800.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Oct 09, 2025

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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