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Citi · 10 hours ago

Citi Wealth Planner

New York, NY

Full-time

Onsite

Senior Level, Lead/Staff

$170K/yr - $300K/yr

8+ years exp

Citi is a leading global bank, and they are seeking a Wealth Planner to partner with Private Bankers and CPB team members to deliver customized wealth structuring services. The role involves providing guidance on estate planning and cultivating relationships with professional contacts to enhance business opportunities.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Demonstrates technical expertise and ability to provide guidance on wealth structuring matters, including:

Estate, gift and income tax planning

Transition event planning

Business succession planning

Charitable planning and related vehicles

Insurance planning

Focuses on enhancing CPBs overall practice by sharing best practices and technical information; aiding the development of marketing materials and writing technical pieces for internal and external distribution

Cultivates relationships with professional contacts, such as attorneys and CPAs, resulting in additional business opportunities

Qualification

Estate planningTax planningTrust industry experienceBusiness succession planningCharitable planningCommunication skillsPresentation skillsProblem-solving skills

Required

JD degree required

A minimum of eight years of trust and estate industry experience required

Strong knowledge and proven technical proficiency in the legal, and tax issues relative to the trust and estate field

Proven strong communication skills to interact effectively with current and potential clients and their advisors

Proven presentation skills

Self-starter with creative problem-solving skills

Competence in working through complex organizations to solve problems and deliver superior client service

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

Company

Citi

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (957)

2024 (849)

2023 (1375)

2022 (1117)

2021 (876)

2020 (901)