Senior Wealth Advisor - SAFE Act Specialist
$70kCitigroup Inc
A major financial institution in New York, New York is seeking an experienced Financial Advisor. Responsibilities include building relationships with new clients and providing investment advice while adhering to compliance regulations. The ideal candidate has 5-8 years of experience in financial advisory, strong analytical skills, and relevant securities licenses. Competitive salary of $70,000 and comprehensive benefits package included. #J-18808-Ljbffr
$70k
...assets Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial... ...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures Education Bachelor...SeniorFull timeWork at office- ...Citi Global Wealth brings together the full power of Citi to... ...Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial... ...Planners, Insurance Specialists, Portfolio Consultants and... ...as required by applicable SAFE Act regulations and Citi policies...SeniorFull timeWork at office
$70k
...The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of... ...partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending...SeniorWork at office$250k
...The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to...SuggestedFull time$250k
...Personal Banker Safe Act, Bilingual: English/Mandarin Preferred, Queens Area Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow...Suggested$250k
...Personal Banker SAFE Act The Personal Banker SAFE Act is an entry level position responsible for assisting in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relationships...Full time- ...Citibank (Switzerland) AG is seeking a Personal Banker SAFE Act for the Court Square Branch in New York. This entry-level position focuses on building customer relations and executing sales strategies to increase individual consumer client engagement. The ideal candidate...
- Citi is looking for a Personal Banker SAFE ACT for their Glenview Branch. This entry-level position is responsible for executing sales and service activities, developing client relationships, and assisting the customer service team. Qualifications include a Bachelor's...
$58.19k - $81.21k
Citi is seeking a Personal Banker SAFE Act at its Irvine Alton Parkway Branch. This entry-level position involves assisting sales and service activities to build loyalty among individual consumer clients. Responsibilities include managing client credit requests, building...$170.5k - $284.1k
...solutions for a comprehensive wealth management strategy for... ...Managers, Custom Credit, Investment Advisors and Trust Officers to assess... ...by utilizing a team of specialists as applicable. Responsible... ...requirements under the Federal SAFE Act. Complete other related duties...SeniorTemporary workWork experience placement$72k - $105k
...The Dedicated Lending SAFE Act is an entry level position responsible for contributing to the formulation and implementation of long... .... The Dedicated Lending SAFE Act assists in providing product specialists with qualified referrals for cross-sell. Employees in this role...Full timeTemporary work- ...demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition. Ability to demonstrate confidence and act as a trusted advisor. Ability to communicate effectively both verbally and in writing. Capability to thrive in a continually changing...SeniorWork at officeLocal areaDay shift
- Vibrant is seeking a Substance Use Specialist in New York to provide services for older adults facing serious mental illness. The role focuses on utilizing evidence-based practices to support clients in community living and recovery. With a required graduate-level degree...Senior
$119.82k - $140.96k
Senior Commercial Product Partnership Specialist We are seeking a Senior Commercial Product Partnership Specialist to join... .... In this pivotal role, you will act as the crucial link between our... ...), paid time off (vacation, sick & safe time), learning days, and volunteer...SeniorLocal area$21.26 per hour
Senior Residence Program Specialist Under the general direction of the program director or designee, the Senior... ...Specialist contributes to creating a safe, respectful, and homelike environment... ...to model professional conduct and act as a resource for other direct support...SeniorShift work$109.12k - $213.48k
...The Associate Banker SAFE Act LO is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development... ...client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients Provide complete service...Full time$109.12k - $163.68k
...The Associate Banker 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 work-flow for the area or function. Integrates subject matter and industry expertise...Full time$119.7k - $222.3k
...Senior Specialist Legal Editor, Corporate and M&A Role Summary: We are seeking an experienced... ...Law, Delaware Limited Liability Company Act, Delaware Limited Revised Uniform... ...with competitive vacation, sick and safe paid time off, paid holidays (including...SeniorLocal areaFlexible hours$119.7k - $222.3k
...Senior Specialist Legal Editor, Practical Law Antitrust Role Summary: We are seeking an... ...requirements under the Hart-Scott-Rodino ("HSR") Act and antitrust risk-shifting provisions... ...with competitive vacation, sick and safe paid time off, paid holidays (including...SeniorLocal areaFlexible hoursShift work$95.86k - $208.27k
...number one priority. With a wealth of learning and career development... ...KPMG is currently seeking a Senior Specialist, MAST Application Penetration... ...oversight and guidance Act with integrity, professionalism... ...manage stress and work safely and respectfully with others,...SeniorH1bLocal area$95.86k - $208.27k
...number one priority. With a wealth of learning and career development... ...KPMG is currently seeking a Senior Specialist, SOC Analyst Level II to join... ..., or incident visibility Act with integrity,... ...effectively manage stress and work safely and respectfully with others,...SeniorH1bLocal areaShift workNight shiftWeekend work- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...and supported by a team of experts acting as an extension of our Advisors’ practice... ...evolve Collaborate with internal specialists to deliver integrated solutions Identify...Senior
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth management... ...of your work allowing you to think big, adapt quickly, and act fast Benefits We Provide Access to best in class...SeniorWork at officeImmediate start- ...Claytoncountyga in Georgia is looking for a Senior Trades Specialist for building maintenance and repair tasks. This position requires expertise... ...or GED, and a valid Georgia driver’s license. Physical ability to perform the tasks safely is essential. #J-18808-Ljbffr...Senior
$100k - $300k
...Position Profile Weaver Capital Advisors, LLC is seeking talented... ...an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly with... ...minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled...SeniorBase plus commissionFlexible hours$28.85 per hour
Bank of America is seeking a strong candidate in New York for a financial advisory role focused on providing tailored solutions to clients. Responsibilities include assisting clients in achieving their financial goals, triaging leads, and making referrals to appropriate...Hourly pay- ...Legal * Recruitment & HR * IT * Finance & Operations ACT CommunityEvents About * ACT as an Employer *... ...Interview Process * Frequently Asked Questions 0 Senior Innovation Specialist, Americas Ignite your journey Go back * New York,...Senior
$170k - $210k
...Why Work at Mercer Advisors? For more than 40 years... ...fiduciary legally bound to act in our clients' best... ...and challenges. Regis Wealth Advisors work hand-in-hand... ...as a team with these specialists, you will help a wide... ...Job Summary: The Senior Wealth Advisor focuses...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$130k - $175k
...Your Role in Our Story: In essence, your role involves: Executing ACT's global innovation strategy regionally, tailoring it to market needs and opportunities Driving both incremental and disruptive innovation initiatives that create measurable commercial...SeniorWork at officeLocal area- ...Senior Sourcing Specialist (IT Services) Location: Remote. Eligible candidates must reside in Maryland, Washington, DC, Virginia, or West Virginia... ...with business, technical, and legal requirements, while acting as a liaison between the business owner, legal, and risk groups...SeniorFull timeContract workRemote work
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