Citi Wealth Planner
About The Position
Demonstrates technical expertise and ability to provide guidance on wealth structuring matters, including: Estate, gift and income tax planning Transition event planning Business succession planning Charitable planning and related vehicles Insurance planning Focuses on enhancing CPBs overall practice by sharing best practices and technical information; aiding the development of marketing materials and writing technical pieces for internal and external distribution. Cultivates relationships with professional contacts, such as attorneys and CPAs, resulting in additional business opportunities.
Requirements
- JD degree required
- A minimum of eight years of trust and estate industry experience required.
- Strong knowledge and proven technical proficiency in the legal, and tax issues relative to the trust and estate field.
- Proven strong communication skills to interact effectively with current and potential clients and their advisors.
- Competence in working through complex organizations to solve problems and deliver superior client service.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Ph.D. or professional degree
Number of Employees
5,001-10,000 employees
