Wealth Planning Specialist, New York
Company: Citi
Location: Union
Posted on: May 15, 2022
Job Description:
The Financial Planning Sr. Analyst is a seasoned professional
role. Applies in-depth disciplinary knowledge, contributing to the
development of new techniques and the improvement of processes and
work-flow for the area or function. Integrates subject matter and
industry expertise within a defined area. Requires in-depth
understanding of how areas collectively integrate within the
sub-function as well as coordinate and contribute to the objectives
of the function and overall business. Evaluates moderately complex
and variable issues with substantial potential impact, where
development of an approach/taking of an action involves weighing
various alternatives and balancing potentially conflicting
situations using multiple sources of information. Requires good
analytical skills in order to filter, prioritize and validate
potentially complex and dynamic material from multiple sources.
Strong communication and diplomacy skills are required. Regularly
assumes informal/formal leadership role within teams. Involved in
coaching and training of new recruits Significant impact in terms
of project size, geography, etc. by influencing decisions through
advice, counsel and/or facilitating services to others in area of
specialization. Work and performance of all teams in the area are
directly affected by the performance of the individual.The CPWM
Wealth Planning Specialist will report to the SVP, Head of Wealth
Planning and will work under the Wealth Planning & Insurance
Distribution organization. This position will provide holistic
financial planning support to Advisors, Relationship Managers and
their clients.Key responsibilities include:
- Work with FAs to grow their existing clients' share of wallet
and win a greater percentage of their high net worth prospects by
focusing on delivering quality financial plans that meet individual
client's needs. -
- Responds to FA planning questions by telephone and email, and
personal visits. -
- Makes outbound calls to FAs to discuss planning opportunities,
especially:
- Encouraging them to incorporate planning in their
businesses
- Assist them in running financial plans, and
- Providing support and specialist referrals to help implement
financial plans with product solutions. -
- Educate FAs on financial planning concepts and prepare
customized plans for high net worth clients. -
- When appropriate, deliver plans to advisors and their clients
via screen sharing, conference calls, and in person meetings.
-
- Act as a subject matter expert in these planning areas and be
available to answer calls and e-mails for general planning
questions. -
- Work extensively with NaviPlan, Money Guide Pro and
Numbercruncher financial planning software to develop plans. -
- Collaborate with CPWM Insurance Specialists, Annuity Desk
Specialists and Investment Specialists to offer comprehensive
advice and wealth solutions to our clients. -
- Manage requests from FAs across the territory and actively
monitor the queue of outstanding financial plans and planning
meetings. -
- Responsible for driving financial planning volume in the
territory to find opportunities to increase revenue, assist with
discovering outside assets and developing solutions that include
-products and services at Citi. -Qualifications
- 5 + years of financial planning and/or estate planning
experience required -
- CFP, CPA or JD/LL.M. designations preferred -
- Familiarity with NaviPlan or MoneyGuide Pro planning software
preferred -
- Broad understanding of financial services, investments, and all
aspects of planning strategies and concepts -
- Microsoft Office skills including Word, Excel and PowerPoint
-
- Client-centric skills including excellent interpersonal, verbal
and written communication skills
- Ability to build field relationships through outreach emails,
telephone calls and branch visits. -
- Strong analytical skills and attention to detail -
- Ability to adapt easily to a constantly changing environment,
juggle multiple tasks and prioritize work to maintain efficiency
-
- Service oriented with strong organizational and follow-up
skills -
- Ability to multitask and manage competing appointments on
calendar -
- Must be able to communicate technical or complex concepts
understandably -
- Able to work autonomously and operate cohesively in a team
environment -
- FINRA Series 7, 63/65 or 66 -
- Bachelor's Degree required - -Limited travel (approx.. 50%)
within assigned
region-------------------------------------------------Job Family
Group: Private Client
Coverage-------------------------------------------------Job
Family:Financial Planning
Services------------------------------------------------------Time
Type:------------------------------------------------------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.Citigroup Inc.
and its subsidiaries ("Citi") invite all qualified interested
applicants to apply for career opportunities. If you are a person
with a disability and need a reasonable accommodation to use our
search tools and/or apply for a career opportunity review .View the
"" poster. View the .View the .View the
-----------------------------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.
Keywords: Citi, Union , Wealth Planning Specialist, New York, Other , Union, New Jersey
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