Senior Wealth Relationship Strategist
Citi Group
Citigroup Inc. seeks a seasoned Wealth Relationship Management Sr. Analyst for the Branch. This role delivers advanced financial planning, builds deep client relationships, and coordinates with product specialists to offer holistic solutions. It emphasizes compliant, high-quality client service and leadership within teams. The position requires FINRA registrations and mortgage licensing readiness, with bilingual preferences for Mandarin. #J-18808-Ljbffr Citigroup Inc.
- Citi’s Wealth Relationship Management team in Temple City, CA seeks a Sr. Analyst SAFE Act to deepen affluent client relationships. You will tailor comprehensive banking, credit and investment solutions, guided by product specialists, while maintaining compliant, high‑touch...Senior
$150k - $175k
Wealth Strategist / Advisor Salary: $150,000 - $175,000 per year. Job Details 3+ years of work experience (preferably with an RIA) CFP designation Led client relationships in previous role Benefits Competitive Base Salary Competitive Bonus and Options Package Complete...SuggestedWork experience placementLocal areaFlexible hours$150k - $175k
...Jobot Pro hosting this job. Compensation based on experience. Wealth Strategist $150000 - $175000 per year | Pasadena, CA | On-site |... ...manage and preserve their wealth through a highly personalized, relationship-driven approach. As a modern multi-family office, we...SuggestedPermanent employmentWork experience placementWork at officeLocal areaFlexible hours$150k - $175k
Overview Wealth Strategist role with a focus on high-net-worth clients within a modern multi-family office. Experience level: Senior. Salary range: $150,000 - $175,000 per year. Responsibilities Lead client relationships and provide tailored wealth management services as...SuggestedWork experience placementWork at officeFlexible hours- ...A Wealth Strategist at AWM focuses on communicating with clients and responding to their needs by collaborating effectively with all members of the firm to provide the highest level of quality and excellence for our clients. About AWM Capital AWM exists to serve...SuggestedWork at office
$122.54k - $208.72k
...City National Bank in Pasadena is seeking a Relationship Manager Senior CB to develop and manage commercial client relationships. You will present a variety of product solutions to clients. The ideal candidate will have a Bachelor's Degree, at least 5 years of lending...Senior$151.02k - $177.67k
...high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Senior Commercial Relationship Manager , you'll drive growth by building meaningful partnerships with complex commercial clients. You'll play a key role...SeniorLocal area$57.5k - $106.5k
...Mass Affluent Client Relationship Manager Proactively builds and manages an assigned portfolio of mass affluent clients across multiple branch locations. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with...SeniorPart timeLocal area$80k - $96k
...P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese) The P&C Commercial Line... ...Agent will build and maintain client relationships, provide tailored risk management solutions... ...financial security and generational wealth. What We Offer Competitive salary...Senior$70.3k - $90k
...Core Values These principles guide everything we do, from client relationships to team collaboration. Integrity in Every Action We believe... ...mission of empowering our clients toward their best future. Tax Senior Job Description Position Summary We are seeking an experienced...SeniorWork at office$200k - $275k
...their top tier partner! If you are a Senior Tax Manager looking for a clear path to... ...clients while actively developing new client relationships. 4. Support a wide variety of clients... ...and upside while building real wealth faster We offer relocation assistance...SeniorLocal areaRelocationRelocation package$56k - $132k
...their most significant risk, workforce, wealth management and retirement challenges through... ..., please visit: Summary: The Senior Account Executive interacts with clients... ...basis while developing and maintaining relationships with both client and carrier...Senior$16.9 - $17.9 per hour
...objectives, provide superior customer service, and take on other senior-level responsibilities within a store. Essential... ..., churches, and community organizations Develop customer relationships and provide compelling sales presentations based on sales training...SeniorWork experience placementLocal area$18.47 - $19.47 per hour
...objectives, provide superior customer service, and take on other senior-level responsibilities within a store. Essential... ..., churches, and community organizations Develop customer relationships and provide compelling sales presentations based on sales training...SeniorWork experience placementLocal area- ...led us to expand to different markets and we are in need of a Senior Tax Manager to be at the center of our business needs in the Long... ...Capable of effectively developing and maintaining client relationships Executive presence and ability to act as primary client contact...SeniorWork at office
$141k - $290k
...Tax Senior Manager Weaver is a full-service national accounting, advisory, and consulting... ...and preparation, entity structuring, wealth preservation, family succession... ...manage, mentor, and develop a team Strong relationship management and practice development skills...SeniorImmediate startFlexible hours- ...Trident Consulting is seeking a " Senior Cybersecurity Consultant " for one of our client in " Rosemead, CA " A global leader in business... ..., business direction, and architecture gaps Fosters strong relationships with senior leaders and stakeholders to understand and map...SeniorFull timeContract workRemote workMonday to Friday
- A leading financial services company in El Monte, California, is seeking an experienced Accounting Supervisor to oversee the accounting teams and maintain financial compliance. You will support the Accounting Manager with reporting, supervise accounting procedures, and...Senior
$150k - $219k
...programs in hit-to-lead and/or lead optimization. Interpret large sets of potency, ADME and DMPK data to uncover structure-activity relationships. Optimize the properties for molecules across multiple series for in-vivo exposure and efficacy. Work closely with Machine...Senior- Air Combat Effectiveness Consulting Group, LLC is seeking a CT/Radiology Technologist in South El Monte, California. The role involves performing various radiologic procedures, ensuring quality diagnostic images, and operating specialized equipment. Applicants must have...Senior
- ...drive business development and retention, assisting clients with wealth planning needs, and managing risk. Responsibilities:... ...develops new business opportunities by pursuing new or expanded relationships with existing clients and prospects Required Qualifications:...SeniorWork at officeFlexible hoursShift workDay shift
- ...orally and in writing, using appropriate English grammar and syntax, establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Minimum Qualifications Education and Experience: Any combination of training...SeniorFor contractorsWork at officeLocal area
$25 - $31.37 per hour
...business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client...SeniorHourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Description UCLA Health is seeking a dedicated Senior Care Physician to join our innovative Senior Care Model clinic in Encino. This... ...City to Work In." North of the Valley, Santa Clarita is home to a wealth of dining and shopping spots, not to mention Six Flags Magic...Senior
$159k
...Job Category: Business Operations / Strategy Job Level: Senior Manager Business Unit: Strategy & Growth Work Type: Hybrid... ...and fostering a collaborative environment by building strong relationships across diverse teams. The selected candidate must live within...SeniorContract workWork experience placementWork at officeFlexible hours2 days per week3 days per week- ...Join the Clean Energy Revolution Become a Cybersecurity Senior Advisor at Southern California Edison (SCE) and build a better tomorrow... ...‑compliance to information security standards. Foster strong relationships with senior leaders and stakeholders to understand and map out...SeniorRemote workRelocation
$200k - $250k
...School of Social Work, with a dotted-line relationship to the Vice President, Health Sciences... ...Advancement, the CDO serves as the School's senior fundraising executive and leads all... ...protect their and their dependents' health, wealth, and future. These benefits are...SeniorTemporary workWork experience placementLocal areaWeekend work- Star Community ADHC Inc in El Monte, CA is seeking a full-time Social Worker dedicated to supporting older adults in our Adult Day Health Care Center. The ideal candidate will have a Master's or Bachelor's degree in Social Work along with relevant experience in the fields...SeniorFull time
- ...leadership Learn and grow from direct on the job coaching and mentoring Utilize entrepreneurial skills to network and build strong relationships Support the growth and development of team members Requirements 4-year degree License eligible CPA, Law License, or Enrolled...Senior
- Autism Learning Partners is seeking a Recruiter to manage candidates from application through offer acceptance with a strong emphasis on active sourcing and high-volume outreach. The role focuses on phone-based candidate engagement and efficient pipeline movement in a ...Senior
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