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Senior Wealth Planner — Estate & Tax Strategy
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-05-31
Listing for:
Citi
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
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-LjbffrPosition Requirements
10+ Years
work experience
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