Senior Wealth Planner: Estate & Tax Strategy
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-03
Listing for:
Citigroup Inc.
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services firm is seeking a Citi Wealth Planner in New York. This role involves developing customized wealth structuring services in partnership with Private Bankers, requiring a JD degree and eight years of experience in trust and estate. The ideal candidate will have strong communication and presentation skills. Competitive salary ranging from $170,000 to $300,000, alongside comprehensive employee benefits including medical coverage, wellness programs, and paid time off.
Closing date for applications is October 2, 2025.
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Position Requirements
10+ Years
work experience
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