Wealth Planning Specialist
: Job Details :

Train and encourage Financial Advisors to develop and adopt a culture of leading all their meetings with Financial, to have a deeper understanding of their clients, their personal and financial needs, and goals. 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 appropri...Planning Specialist, Financial Planning, Relationship Manager, Wealth, Financial Advisor, Specialist, Banking, Business Services