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
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