Private Wealth Solutions Advisor
Citi
Citi's Wealth Solutions Advisor SAFE Act role in Jacksonville focuses on proactive investment and banking guidance, client education, and account opening. You will manage inbound/outbound calls, identify the best solutions, and coordinate with partners to meet client needs, while ensuring regulatory compliance and high service standards. The position requires Series licenses, a mortgage originator registration, and a Bachelor’s degree, with a strong emphasis on financial planning and client #J-18808-Ljbffr
Vacancy posted 3 days ago
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