Citigroup Inc
Assistant Vice President Financial Planning Analyst
Citigroup Inc, New York, New York, us, 10261
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.
Responsibilities:
Support senior financial planners by preparing, maintaining and evaluating comprehensive financial plans
Work closely with the client advisory team (Private Bankers, Investment Counselors, and Wealth Planners) to develop integrated solutions for clients
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
Maintain groups internal informational databases and pipeline
Directly contributes to client analytics and proposals
Explores and develops new business opportunities
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Qualifications:
2-5 years relevant experience
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to detail
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan - Select or similar financial planning software preferred
Basic understanding of investment and financial planning strategies
Must be a self-starter, problem solver and a goal-oriented team player
FINRA Series 7, 63 and 65, or 66
High level of personal integrity, commitment to excellence, and a strong desire to learn
Sense of urgency and ability to execute quickly and efficiently
Upholds a strong significance to business ethics
Education:
Bachelor's/University degree or equivalent experience
Job Family Group:
Private Client Coverage
Job Family:
Financial Planning Services
Time Type:
Full time
Primary Location:
New York New York United States
Primary Location Full Time Salary Range:
$121,200.00 - $181,800.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Oct 14, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .
View Citi's EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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.
Responsibilities:
Support senior financial planners by preparing, maintaining and evaluating comprehensive financial plans
Work closely with the client advisory team (Private Bankers, Investment Counselors, and Wealth Planners) to develop integrated solutions for clients
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
Maintain groups internal informational databases and pipeline
Directly contributes to client analytics and proposals
Explores and develops new business opportunities
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Qualifications:
2-5 years relevant experience
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to detail
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan - Select or similar financial planning software preferred
Basic understanding of investment and financial planning strategies
Must be a self-starter, problem solver and a goal-oriented team player
FINRA Series 7, 63 and 65, or 66
High level of personal integrity, commitment to excellence, and a strong desire to learn
Sense of urgency and ability to execute quickly and efficiently
Upholds a strong significance to business ethics
Education:
Bachelor's/University degree or equivalent experience
Job Family Group:
Private Client Coverage
Job Family:
Financial Planning Services
Time Type:
Full time
Primary Location:
New York New York United States
Primary Location Full Time Salary Range:
$121,200.00 - $181,800.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Oct 14, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .
View Citi's EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.