Citi Wealth Planner

Job Description Citi Wealth Planner The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement customized wealth structuring services, which include proactive estate planning solutions based upon each client/prospect's individual circumstances. Essential Duties & Responsibilities 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. Qualifications Education: 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. Location and Compensation Primary Location: Dallas, Texas, United States. Salary Range: $170,000.00 - $300,000.00. In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. Equal Opportunity Employment Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. 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 Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr