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The Financial Planning group provides our clients with comprehensive financial planning services to meet our client’s goals and future financial objectives. Our services include detailed cash flow analysis, asset allocation positioning, education planning, insurance planning and estate planning. The group works

closely with all the members of the trusted advisor team including the Banker, Investment Counselor, Wealth Planner and Highland Capital representative to help provide these solutions to our clients.

Responsibilities:

Support senior financial planners by preparing, maintaining and evaluating comprehensive financial plans

Work closely with the client advisory team (Private Bankers, Investment Counselors, and Wealth Planners) to develop integrated solutions for clients

Analyze financial plans to provide recommendations to meet client specific goals and objectives

Involved in all aspects of the financial planning business and processes from client meetings to business reporting

Ad hoc reporting and analyses

Maintain groups internal informational databases and pipeline

Directly contributes to client analytics and proposals

Explores and develops new business opportunities

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Qualifications:

2-5 years relevant experience

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to detail

Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan - Select or similar financial planning software preferred

Basic understanding of investment and financial planning strategies

Must be a self-starter, problem solver and a goal-oriented team player

FINRA Series 7, 63 and 65, or 66

High level of personal integrity, commitment to excellence, and a strong desire to learn

Sense of urgency and ability to execute quickly and efficiently

Upholds a strong significance to business ethics

Education:

Bachelor's/University degree or equivalent experience

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Job Family Group:

Private Client Coverage

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Job Family:

Financial Planning Services

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$121,200.00 - $181,800.00

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. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Oct 09, 2025

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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) ._

_View Citi’s EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) poster._

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.