Financial Planner

Company: Citi
Location: San Mateo
Posted on: May 15, 2022

Job Description:

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:

• Work jointly with Private Bankers and Investment Counselors to take clients and prospective clients through the financial planning process (introduction, data gathering, plan creation, plan delivery, and implementation)
• Collaborate with financial planning analysts to help produce comprehensive financial plans
• Interact with clients to address their financial planning issues on an ongoing basis
• Participate as a member of the client advisory team, along with Investment Counselors, and Trusts & Estates professionals, to develop integrated solutions for clients
• 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:
  • CFP - practitioner with a 10+ years experience creating and presenting comprehensive financial plans for high and ultra high net worth individuals
  • Strong verbal and written communication skills
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
  • Experience training financial planning concepts and collaborating with a team of wealth management professions is a plus
  • Working knowledge of cash flow planning, investment planning, income tax planning, retirement planning, insurance planning, and estate planning
  • Experience with Qualified Defined Benefit and Defined Contributions Plans, concentrated stock positions, stock options analysis, and business succession planning for privately held companies is critical
  • FINRA Series 7, 63 and 65 or 66---------------Education:
    • Bachelor's/University degree or equivalent experience-------------------------------------------------Job Family Group: Private Client Coverage-------------------------------------------------Job Family:Financial Planning Services------------------------------------------------------Time Type:Full time------------------------------------------------------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, San Mateo , Financial Planner, Other , San Mateo, California