• Senior Wealth Advisor

    Citigroup (Irvine, CA)
    …partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral ... such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** . Build relationships with new clients… more
    Citigroup (01/16/25)
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