- Citigroup (Paramus, NJ)
- …will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the...wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth… more
- KeyBank (Tarrytown, NY)
- …client strategic plan Advisory * Develops a deep knowledge of our Family Wealth client 's entire financial and family situation. * Develops a comprehensive ... responsible for the coordination and delivery of all family wealth services and ensures the client receives...execution of the plan * Owns the execution of service strategy and overall client experience for… more