• Citi Wealth Planner

    Citigroup (New York, NY)
    ** 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… more
    Citigroup (09/16/25)
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  • Assistant Vice President Financial Planning…

    Citigroup (New York, NY)
    …the members of the trusted advisor team including the Banker, Investment Counselor, Wealth Planner and Highland Capital representative to help provide these ... with the client advisory team (Private Bankers, Investment Counselors, and Wealth Planners) to develop integrated solutions for clients** **Analyze financial plans… more
    Citigroup (10/03/25)
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