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Senior Wealth Planner — Estate & Tax Strategy

$170k - $300k

Citi

Citi is looking for a Wealth Planner in Dallas, Texas, who will partner with Private Bankers to offer customized wealth structuring services. The role requires a JD degree and a minimum of 8 years of trust and estate experience. Responsibilities include estate planning, charitable planning, and insurance planning. Citi offers competitive salaries ranging from $170,000 to $300,000, plus comprehensive employee benefits such as health coverage and paid time off. #J-18808-Ljbffr Citi

Vacancy posted 4 days ago
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