Citi Group Citi Wealth Planner - C15 

United States, District of Columbia, Washington 

395938873

Essential Duties & Responsibilities

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

Qualifications:

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. Proven presentation skills. Self-starter with creative problem-solving skills. Competence in working through complex organizations to solve problems and deliver superior client service.

Anticipated Posting Close Date:

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