Senior Wealth Relationship Strategist
Citi
Citi in Plantation, FL seeks a Sr. Analyst for Wealth Relationship Management (SAFE Act). You will build and deepen relationships with affluent clients, offering holistic financial planning and investment solutions tailored to client profiles. The role requires 5–8 years in wealth management, current US FINRA registrations, a bachelor’s degree, and a life insurance license (or ability to obtain). You will collaborate with specialists, deliver high-touch engagements, and uphold strict regulatory #J-18808-Ljbffr Citi
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Strategist in Plantation, FL vacancy
- ...experienced professionals - including wealth planners, tax advisors, estate... ...and family governance needs. The Senior Wealth Strategist is a member of the Rockefeller Private... ...advisors) to deepen existing client relationships and drive value for important firm prospects...SeniorWork at officeLocal area
Socket
Fort Lauderdale, FL19 hours ago - ...complex financial planning techniques across the Elements of Wealth to deliver advanced estate and financial planning advice to clients... ...appropriate systems. 9. Networking: Create strong working relationships with internal partners and external COI's (attorneys,...SuggestedWork experience placementWork at office
SunTrust Investment Services, Inc.
Fort Lauderdale, FL3 days ago - ...PNC is looking for a Relationship Manager III – C&IB in Fort Lauderdale, FL. This role is pivotal in managing client relationships and driving business growth. Candidates should have at least 8 years of relevant experience and a degree from a university or college. The...Senior
PNC
Fort Lauderdale, FL4 days ago - ...Fairygodboss is hiring a Private Banker in Fort Lauderdale, Florida, to advise families on building and managing their wealth. In this role, you will leverage your expertise in investments and financial planning to serve existing clients and generate new acquisitions....Senior
Fairygodboss
Fort Lauderdale, FL19 hours ago - ...planning, and delivery for major healthcare organizations, owning client relationships and contracts while guiding a consulting team toward growth and excellence. You will collaborate with senior leaders, develop annual budgets, and drive client satisfaction through measurable...Senior
CHG Healthcare
Fort Lauderdale, FL4 days ago - ...Job Overview The Corporate Senior Accountant is responsible for performing daily tasks to prepare accurate and timely monthly financial... ...tax, audit and other company reporting requirements. Build relationships by providing assistance and guidance to market leaders on...SeniorWork at office
Management Solutions
Plantation, FL14 hours ago - ...SEO StrategistThe SEO Strategist will assist in developing a productized SEO and AI search offering for solo and boutique law firms.... ...identify and resolve problemsAbility to foster strong client relationships at various levelsAttention to detail and the ability to effectively...Full timeWork at officeLocal areaWeekend work3 days per week
ProSites
Pembroke Pines, FL3 days ago - ...Legal colleagues and benefit from a wide range of development opportunities. Job Purpose: DHL is seeking a highly skilled Senior Paralegal to support our legal counsel team in Plantation, FL. Your responsibilities will include legal, administrative and analytical...SeniorContract workWorldwide
DHL
Plantation, FL19 hours ago $120k - $140k
...Mission: We help people acquire, protect, and grow generational wealth so they can have freedom and peace of mind. We want clients to... ..., client education, question answering, and the client relationship. You will have measurable benchmarks (work accomplished and...SeniorFull timeWork at officeImmediate startWork from homeGrimaldi Law Firm
Hollywood, FL2 days ago- ...and counsel to insurance carriers. Mentor and develop junior attorneys. Represent the firm in the legal community and build relationships with insurance carriers and other professionals. Qualifications: ~ Juris Doctor degree from an accredited law school,...Senior
Confisa International Group
Pembroke Pines, FL2 days ago $124.5k - $199k
...get excited about this, then talk to us! We are seeking a Senior Sourcing Manager, Private Brands who will drive sourcing for categories... ...-class Customer Experience. You should have depth in supplier relationship management and know how to develop and lead category...SeniorLocal areaFlexible hoursChewy
Plantation, FL2 days ago- ...Senior Sales ManagerLooking for an exciting career opportunity in sales at a top-rated hotel? We are currently seeking a dynamic Senior... ...exceptional customer service, strategic sales planning, and relationship building. As a Senior Sales Manager, you will have the...Senior
Margaritaville Hollywood Beach Resort
Dania Beach, FL1 day ago $85k - $95k
...$85,000.00/yr - $95,000.00/yr SHR Talent is partnering with a high-growth healthcare company in Nashville, TN in its search for a Senior Strategic Financial Analyst to join its dynamic team. Our client is dedicated to transforming healthcare by supporting physician-led...SeniorFull timeWork experience placementSHR Talent
Plantation, FL3 days ago- ...landscape. Role Description This is a full‑time, remote Senior Sales Account Executive position. The primary responsibilities... ...generating sales leads, building and maintaining strong client relationships, managing accounts, providing exceptional customer service,...SeniorFull timeRemote work
MasonHub
Fort Lauderdale, FL1 day ago - ...allows us to prioritize long-term client relationships, maintain objectivity in our advisory... ...including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment... ...Contribute: Kaufman Rossin is seeking senior-level tax professionals to join our...Senior
Kaufman Rossin
Fort Lauderdale, FL1 day ago $90k - $110k
...Talent is partnering with a hyper-growth mode healthcare client in Nashville, TN in its search for a highly skilled and experienced Senior Accountant. The Senior Accountant role is an exceptional opportunity to join a dynamic and rapidly expanding organization at the...SeniorFull timeSHR Talent
Plantation, FL1 day ago$130k - $160k
...difference in the lives of families navigating challenging times. As a Senior Family Law Litigation Attorney, you’ll play a pivotal role in... ...-edge legal advice and solutions. Build and maintain strong relationships with clients, colleagues, and the broader legal community to...SeniorMcKINNON LEGAL
Miramar, FL19 hours ago- ...Senior Tax Associate Senior Associate - Tax Department KSDT has long been recognized as one of Forbes Best Accounting and Tax... ...mentoring and interpersonal skills fostering client and staff relationships. Excellent analytical, organizational, written and verbal communication...SeniorTemporary workWork at officeLocal areaFlexible hours
Ascend Together
Sunrise, FL3 days ago - ...assigned client accounts. This position will have responsibility to manage day-to-day planning and analysis while maintaining strong relationships with media vendors, clients and partner agencies. The responsibilities are many, various, and not limited to those written in...Senior
Zimmerman Advertising
Fort Lauderdale, FL3 days ago - ...Opportunity: Chewy is seeking a highly motivated and strategic Senior Financial Analyst to join our Corporate Finance Business... ...business judgment and the ability to build effective working relationships and drive data-backed decisions. ~ Ability to independently...Senior
Chewy
Plantation, FL1 day ago - ...The Senior Director of Marketing leads the strategy, execution, and optimization of integrated B2B and B2C marketing initiatives that... ...marketing planning, , budgeting, resource allocation, agency relationship, and operational priorities. Lead and develop high-...SeniorWork at office2 days per week
Life Extension Foundation Buyers Club, Inc.
Fort Lauderdale, FL1 day ago - ...Senior Sales Manager Looking for an exciting career opportunity in sales at a top-rated hotel? We are currently seeking a dynamic... ...exceptional customer service, strategic sales planning, and relationship building. As a Senior Sales Manager, you will have the opportunity...SeniorWork at office
Davidson Hospitality Group
Dania Beach, FL19 hours ago - ...Senior Manager, Platform Engineering The Senior Manager, Platform Engineering manages... ...Vendor Management: ~ Manage vendor relationships for platform tooling within scope and... ...requirements for the Life Insurance and Wealth Management industries. Lead evaluation...SeniorContract workWork at office
iPipeline
Fort Lauderdale, FL3 days ago - ...Sands Investment Group (SIG) is hiring a high-performing Senior Commercial Real Estate Advisor to join our team. Whether you have... ...What You'll Do -Drive lead generation and nurture relationships with investors and property owners -Oversee full deal pipeline...SeniorFull timeWork at office
Sands Investment Group
Fort Lauderdale, FL3 days ago - NationsBenefits is recognized as one of the fastest-growing companies in America and a Healthcare Fintech provider of supplemental benefits, flex cards, and member engagement solutions. We partner with managed care organizations to provide innovative healthcare solutions...SeniorFull timeFlexible hours
NationsBenefits, LLC
Plantation, FL19 hours ago $140k - $170k
...Join Grimaldi Law Firm as a Senior Estate Planning Attorney and become part of a dedicated team committed to helping individuals... ...assisting in document preparation, allowing you to focus on client relationships and plan design. At Grimaldi Law Firm, we're more than just a...SeniorFull timeGrimaldi Law Firm Careers
Hollywood, FL16 days ago- ...Tax Senior — Public Accounting The Tax Senior is responsible for preparing and reviewing federal, state, and local tax returns for... ...standards. Participate in client meetings and contribute to the development of client relationships. Mentor and train junior tax staff. #LI-CC1...SeniorLocal area
CPS
Fort Lauderdale, FL2 days ago - ...Job Overview A law firm seeks a Senior Associate Attorney in Fort Lauderdale, FL. This role involves managing a litigation portfolio... ...practical legal advice. Develop and maintain strong client relationships. Ensure compliance with laws, court rules, and ethical obligations...SeniorWork at office
BCG Attorney Search
Fort Lauderdale, FL4 days ago - ...The Opportunity RS&H is currently seeking a Senior Water Resources Engineer to join our team in Fort Lauderdale or Miami! This position... ...the ability to effectively interact with and build strong relationships with clients, customers, contractors, team members, and other...SeniorFor contractorsWork at officeLocal areaRemote work
Reynolds Smith & Hills
Fort Lauderdale, FL19 hours ago - ...Senior Project Manager / Project Manager (K-12)We are seeking an experienced Project Manager to oversee the financial, technical,... ...throughout the project.Client & Stakeholder Management: Manage relationships with clients and stakeholders, lead OAC meetings, and ensure timely...Senior
HireOTS
Fort Lauderdale, FL19 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Strategist. Be the first to apply!
Related searches
- senior operations technician Plantation, FL
- senior financial analyst remote Plantation, FL
- senior manager tax Plantation, FL
- international tax senior Plantation, FL
- senior performance tester Plantation, FL
- senior manager pmo Plantation, FL
- senior accountant remote Plantation, FL
- senior activities Plantation, FL
- senior level Plantation, FL
- senior director diversity & inclusion Plantation, FL