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Wealth Management

Senior Wealth Planner - Fiduciary & Offshore Structures

Job in Wilkes-Barre, Luzerne County, Pennsylvania, 18701, USA
Listing for: Citi
Full Time position
Listed on 2026-03-13
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading global financial institution is seeking a Wealth Planner Principal to work closely with Private Bankers in presenting fiduciary offshore solutions to high-net-worth clients. The ideal candidate will have over 15 years of experience in wealth planning, strong analytical skills, and the ability to prioritize client needs. This role requires excellent communication skills and the capacity to stay abreast of legal changes affecting clients' financial strategies.

This full-time position offers a competitive salary and comprehensive benefits.
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Position Requirements
10+ Years work experience
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