Friday , December 1 2023

Citi Careers – Financial Planning Analyst

Website Citi

Job Description:

The Financial Planning group provides our clients with comprehensive financial planning services to meet our client’s goals and future financial objectives. Our services include detailed cash flow analysis, asset allocation positioning, education planning, insurance planning and estate planning. The group works closely with all the members of the trusted advisor team including the Banker, Investment Counselor, Wealth Planner and Highland Capital representative to help provide these solutions to our clients. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Job Responsibilities:

  • Explores and develops new business opportunities
  • Work closely with the client advisory team (Bankers, Investment Counselors, and Wealth Planners) to develop integrated solutions for clients
  • Maintain groups internal informational databases and pipeline
  • Directly contributes to client analytics and proposals
  • Analyze financial plans to provide recommendations to meet client specific goals and objectives
  • Involved in all aspects of the financial planning business and processes from client meetings to business reporting
  • Ad hoc reporting and analyses
  • Support senior financial planners by preparing, maintaining and evaluating comprehensive financial plans

Job Requirements:

  • Strong analytical and financial skills
  • 2-5 years relevant experience
  • Organized with strong attention to detail
  • Strong verbal and written communication skills
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
  • Must be a self-starter, problem solver and a goal-oriented team player
  • Basic understanding of investment and financial planning strategies

Job Details:

Company: Citi

Vacancy Type: Full Time

Job Location: Los Angeles, CA, US

Application Deadline: N/A

Apply Here