Citi Wealth - Wealth Relationship Manager SAFE Act - Bronx

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role that applies in-depth disciplinary knowledge to develop new techniques and improve processes. The role requires strong analytical, financial, and communication skills, as well as the ability to work independently and lead teams.

Requirements

• 5-8 years of 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 preferred
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role
• Life Insurance required
• Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays