Wealth Management Specialist

Citigroup's story is well known - the first financial services company in the United States to bring together banking, insurance, investments and e-commerce, under one-umbrella. Our major brands are Citibank, CitiFinancial, Primerica, and Salomon Smith Barney. Citigroup's 270,000 employees manage 190 million customer accounts across more than 100 countries. As one of the largest financial services companies in the world, Citigroup is diverse and expansive - globally, ethnically and intellectually. We are proud to be recognized as one of the 100 Best Companies for Working Mothers (Working Mother Magazine) and one of the top US Companies for Asians, Blacks and Hispanics (Fortune Magazine). Citigroup is a company for people who want to make a difference, and who thrive in an environment of change, challenge and competition. Citigroup is an Equal Opportunity Employer M/F/D/V.



Wealth Management Specialist

Responsibilities:
Provide Wealth Planning Center Case management support for the Planning Director and regional wealth management team; includes
case tracking and financial planning support with a focus on driving new business through utilizing wealth management resources of
firm.
Assist FCs and Branch Managers in building wealth management resource teams to holistically meet the needs of high net worth clients.
Provide substantive planning training and support on a regional level.
Provide training on the operation of CPS financial planning tools, as well as the application of the results to the planning and sales
process.
Assist in marketing and training for wealth management process.
Participate in local FC/team training meetings.
Identify planning opportunities locally and assist FCs in  all phases through to execution  of plan .



Qualifications:
Bachelor's degree in related field
Experience interacting with wealthy clients in a sales environment
Ability to multi-task in a team setting
Demonstrated experience working with assets of HNW investors
Minimum of five years experience in the financial planning industry, working directly with FCs in sales development.
Substantial regional travel required.
Series 7, 63 registered and Insurance license will be required.
CFP or CPA  a plus