Wealth Relationship Manager SAFE Act

## For additional information, please review .
** Qualifications**:
* 5-8 years of experience.
* Strong analytical and financial skills.
* Strong verbal and written communication skills.
* Organized with strong attention to details.
* Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or Navi Plan Select, or similar financial planning software preferred.
* Basic understanding of investment and financial planning strategies preferred.
* Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
* Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.  + Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
* Insurance Group 1 required.  + Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
* This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
** 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:

** San Jose California United States-----------------------------------------------------
- ** Primary Location Full Time Salary Range:**$88 400,00 - $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  Available offerings may vary by jurisdiction, job level, and date of hire.

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- ** Most Relevant Skills
** Please see the requirements listed above.

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- ** Other Relevant Skills
** For complementary skills, please see above and/or contact the recruiter.

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- ** Anticipated Posting Close Date:
** ene 27, 2026-----------------------------------------------------
- * 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 .
View Citi’s  and the  poster.
* The Wealth Relationship Mgmt. (Branch) SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business.

Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives…