$78,080 – $117,120
Listed on Citigroup’s own careers site. You apply with them directly — we never stand between you and the employer.
What this role is
This is a senior wealth management role focused on building relationships with affluent clients and identifying opportunities to expand their financial services across banking, investment, and lending products. It suits an experienced financial professional with strong client-facing skills who can manage complex financial needs and drive growth through strategic relationship management.
Our summary, not Citigroup’s wording. The full posting is on their site.
Skills this role names
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What they ask for
Required
- 5–8 years of wealth management or financial services experience
- Strong analytical and financial acumen
- Excellent verbal and written communication
- Current FINRA registration (SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent)
- Insurance Group 1 certification
- Mortgage loan originator registration via SAFE Act
- Bachelor's degree or equivalent experience
- Self-starter with problem-solving ability
Nice to have
- Knowledge of Money Guide Pro or NaviPlan Select
- Understanding of investment and financial planning strategies
- Microsoft Office proficiency