# Wealth Relationship Manager - Outer Richmond / Irving

Hiring organization: [Citigroup](https://career.thegoodapps.co/organizations/citigroup)

Canonical page: https://career.thegoodapps.co/jobs/f03f49cd-0507-4ac7-a811-54123df22d6d

Listed on Citigroup's own careers site. Applications go to them directly.

- Employment type: full time
- Seniority: Senior
- Location: San Francisco, CA
- Salary: 88400 – 132600 USD per year

## Summary

A relationship manager role for affluent clients at a major bank, building wealth management portfolios through client discovery, financial planning, and referrals. Suited to experienced finance professionals with strong sales instincts and compliance knowledge who can manage complex client needs across banking, credit, and investment products.

_Our summary, not Citigroup's wording._

## Skills named

Financial Planning, Microsoft Excel, Microsoft Outlook, Microsoft Word

## Required

- 5–8 years of experience in wealth management or financial services
- Current US FINRA registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
- Insurance Group 1 license
- Mortgage loan originator registration with SAFE Act compliance
- Bachelor's degree or equivalent experience
- Strong analytical and financial skills
- Excellent verbal and written communication

## Nice to have

- Knowledge of financial planning and investment strategies
- Experience with Money Guide Pro, NaviPlan Select, or similar financial planning software

Apply on Citigroup's site: https://citi.wd5.myworkdayjobs.com/en-US/2/job/San-Francisco-California-United-States/Wealth-Relationship-Manager---San-Francisco---Van-Ness---Cathedral-Hill_26976771