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Wealth Management Financial Consultant

Senior Wealth Planner: Estate & Tax Strategy

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Citibank (Switzerland) AG
Full Time position
Listed on 2026-03-15
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A global financial institution in Dallas, Texas is seeking an experienced Wealth Planner to partner with Private Bankers and deliver customized wealth structuring services. The role requires a JD degree and a minimum of eight years in the trust and estate industry. Key responsibilities include estate and tax planning, and cultivating professional relationships for additional business opportunities. Citi offers competitive benefits including health coverage and paid time off.
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Position Requirements
10+ Years work experience
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