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61 Citi Jobs Hiring Near You

Citigroup, Inc.

Citi Wealth Planner

Dallas, TX · On-site

$170K - $300K/yr

Citi Wealth Planner The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement customized wealth structuring ...

Citigroup, Inc.

Citi Wealth Planner

New York, NY · On-site

$170K - $300K/yr

Citi Wealth Planner The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement customized wealth structuring ...

Citigroup, Inc.

Citi Commerce, Product Lead

New York, NY · On-site

$138K - $182K/yr

Citi is evolving its current commerce offerings and branching into new avenues of growth by offering merchants access to high value cardmembers across Citi's digital properties and partner placements.

The New York Mets

Citi Field Tour Guide

Queens, NY · On-site

$19/hr

The ideal candidate is someone who sees Citi Field for all its treasures, and their ability to share the rich history of the New York Mets. This job is much more than reading facts off a sheet. Tour ...

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What is it like to work at Citi?

Citi is a global bank that values diversity, inclusion, and innovation, fostering a collaborative and dynamic work environment. The company operates through various business lines, including consumer banking, institutional clients group, and transaction services, with a focus on delivering financial solutions to individuals, corporations, and governments worldwide. Working at Citi offers opportunities for career growth, professional development, and global exposure, making it an attractive option for those seeking a challenging and rewarding career in finance.
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Infographic showing various job openings at Citi in the United States as of May 2026, with employment types broken down into 78% Full Time, and 22% Part Time. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.
Citi Wealth Planner

Citi Wealth Planner

Citigroup, Inc.

Dallas, TX • On-site

$170K - $300K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 29 days ago

Job description

Job Description
Citi Wealth Planner
The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement customized wealth structuring services, which include proactive estate planning solutions based upon each client/prospect's individual circumstances.
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
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.
Qualifications:
Education:
JD degree required
Knowledge/Abilities:
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.
Job Family Group:
Private Client Product Services
Job Family:
Trust Wealth Planning
Time Type:
Full time
Primary Location:
Dallas Texas United States
Primary Location Full Time Salary Range:
$170,000.00 - $300,000.00
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:
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.
View Citi's EEO Policy Statement and the Know Your Rights poster.

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