Financial Planning Analyst, Citi

Citi

Location:
United States, O'Fallon

Category:
Finance

Contract Type:
Employment contract

Salary:

78990.00 - 110210.00 USD / Year

Save Job

Apply Position

Job Description:

The Financial Planning Analyst is a developing professional role that deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Applies analytical thinking and knowledge of data analysis tools and methodologies. This non-client facing role involves developing comprehensive financial plans for Wealth Advisors and their clients.

Job Responsibility:

Developing comprehensive financial plans for Wealth Advisors and their clients
Financial statement analysis, cash flow and income statement, balance sheet and personal financial analysis
Covering cash management, college planning, estate planning, investment planning, insurance/risk management and retirement planning
Identify potential needs and shortfalls and collaborate with Wealth Planning Specialist team members
Identify cross-sell opportunities and product solutions
Serve as an integral member of the Wealth Planning team
Assist Wealth Advisors in effectively illustrating proposed solutions to their clients
Answer Wealth Advisors' questions on planning development, policies, procedures
Support the financial planning process including plan creation, identifying planning opportunities, modelling and stress testing financial goals with Monte Carlo simulations, creating what-if alternative solutions, submission of plan via Salesforce for Supervisory Principal review/approval, Management Reporting
Assess risk when business decisions are made

Requirements:

2-5 years relevant experience
CFP® preferred or working towards a CFP® designation
Strong verbal and written communication skills
Knowledge of Microsoft Office (Excel, Outlook, and Word)
Analytical and modeling skills / NaviPlan, MoneyGuide Pro and NumberCruncher experience preferred
Understanding of cash flow planning, investment planning, income tax planning, retirement planning, insurance planning, and estate planning
Must be a self-starter, problem solver and a goal-oriented team player
Required: US FINRA Registration: SIE
Series 7/66 (65 + 63)
Must meet ALL US FINRA Registration requirement within 150 days of hire date
Bachelor's/University degree or equivalent experience

Nice to have:

CFP® designation
NaviPlan, MoneyGuide Pro and NumberCruncher experience

What we offer:

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays
Discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
October 15, 2025

Expiration:
October 21, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Financial Planning Analyst