Wealth Planning Specialist Jobs

Citi

Location:
United States, O'Fallon

Category:
Finance

Contract Type:
Employment contract

Salary:

100000.00 - 150000.00 USD / Year

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Job Description:

The Wealth Planning Specialist is a subject matter expert in financial planning and related areas, servicing high-net-worth individuals, families, and business owners. This role collaborates closely with financial advisors and their clients to provide education on diverse wealth planning opportunities, ranging from fundamental to highly complex. The specialist contributes intellectual capital across the entire wealth continuum and engages directly with clients in appropriate circumstances.

Job Responsibility:

Train and encourage Financial Advisors to develop and adopt a culture of leading all their meetings with Financial
Responsible for driving quality financial planning volume in the territory to find opportunities to increase AUM, revenue, and assist with discovering outside assets and developing solutions that include products and services at Citi
Provide ongoing education and coaching to Advisors and Relationship Managers to deliver planning solutions around the pillars of Financial Planning, Financial Planning Concept, Practice management and resources
Collaborate and work closely with internal partners - Investment, Insurance and Annuity Specialists to deliver comprehensive and holistic solutions seamlessly to clients
Ability to work in a fast-paced environment and maintain high degree of interaction with the Financial Advisor, Relationship Managers and Wealth Executives
When appropriate, have joint meetings with Advisors, to conduct discovery or deliver plans to their clients in person, via zoom or phone
Act as a subject matter expert in Financial Planning areas and be available to answer general planning questions.

Requirements:

5-8 years of experience, with 5+ years of financial planning and/or estate planning experience required
FINRA Series 7, 63/65 or 66
CFP, CPA, or JD/LL.M. designations preferred
Familiarity with NaviPlan or MoneyGuide Pro planning software preferred
Broad understanding of financial services, investments, and all aspects of planning strategies and concepts
Microsoft Office skills including Word, Excel, and PowerPoint
Client-centric skills including excellent interpersonal, verbal, and written communication skills
Ability to build field relationships through outreach emails, telephone calls and branch visits
Strong analytical skills and attention to detail
Ability to adapt easily to a constantly changing environment, juggle multiple tasks and prioritize work to maintain efficiency
Service oriented with strong organizational and follow-up skills
Ability to multitask and manage competing appointments on calendar
Must be able to communicate technical or complex concepts understandably
Able to work autonomously and operate cohesively in a team environment.

Nice to have:

CFP, CPA, or JD/LL.M. designations preferred
Familiarity with NaviPlan or MoneyGuide Pro planning software preferred.

What we offer:

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
planned time off (vacation)
unplanned time off (sick leave)
paid holidays.

Additional Information:

Job Posted:
August 30, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Wealth Planning Specialist