- Citigroup (Boca Raton, FL)
- The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:**… more
- Citigroup (Paramus, NJ)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:**… more
- Citigroup (Washington, DC)
- … management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... at the center of everything we do. As a Senior Wealth Advisor , you will...that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures **Education:**… more
- Truist (Philadelphia, PA)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Truist (Louisville, KY)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Citigroup (Jacksonville, FL)
- The Wealth Solutions Advisor SAFE ...segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business ... provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education:** + Bachelor's/University… more
- Charles Schwab (Westlake, TX)
- …comprehensive guidance and advice to clients in the context of a dedicated relationship. The Senior Wealth Advisor works across a wide spectrum of investment ... **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab...+ 2+ years Ultra- HNW client experience Pursuant to SAFE Act requirements, all employees engaged in residential loan… more
- Bank of America (San Francisco, CA)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to...registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT… more
- Bank of America (Northbrook, IL)
- …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... Wealth Management Specialist - NPD Northbrook, Illinois **Job...registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT… more
- Bank of America (Los Angeles, CA)
- Wealth Management Specialist - NPD Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- M&T Bank (Los Angeles, CA)
- …including credit, planning, fiduciary, family office services, etc. + Participate in Wealth Advisor -led new client prospecting activities to support further ... **Overview:** Partners with Wealth Advisors and other internal client team members...for meeting and maintaining registration requirements under the Federal SAFE Act. + Complete other related duties as assigned.… more
- BMO Financial Group (Indianapolis, IN)
- …G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will require a Federal registration with the Nationwide Mortgage ... worth clients with an objective of becoming their trusted advisor . + Leads a deal team to meet client...review the client's banking needs. + Makes recommendations to senior leaders on strategy and new initiatives, based on… more
- NBT Bank (Manchester, NH)
- Base Salary + Commission: $117,407.00 - $175,000.00 The Senior Trust Advisor will manage a portfolio of critical accounts, including but not limited to; trusts, ... provide trust administration and fiduciary services for higher value clients. The advisor will provide guidance and direction to staff on account administration… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Bank of America (New York, NY)
- Global Financial Crimes Executive - Global Wealth and Investment Management Front Lines New York, New York;Charlotte, North Carolina; Pennington, New Jersey **Job ... us! The Global Financial Crime ("GFC") Executive - Global Wealth and Investment Management "GWIM" contributes to the direction...guidance. The GFC Executive I serves as a trusted advisor to the Chief Compliance and Operational Risk ("C&OR")… more
- Citigroup (New York, NY)
- The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more
- Bank of America (Albany, NY)
- Market Leader - Advisor Development Program Albany, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- DHS Headquarters (Washington, DC)
- …This is a non-bargaining unit position. Responsibilities As an Attorney- Advisor (General), GS-0905-13/14/15, your typical work assignments may include: Advising ... acquisition and procurement issues to not only contracting personnel, but also senior officials and/or experience providing legal advice and support on high-dollar… more
- Bank of America (New York, NY)
- Senior Investment Manager New York, New York **Job...registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act ... Description:** Merrill Wealth Management is a leading provider of comprehensive ...driven, resilient, results focused and effective. **Job Description:** The Senior Investment Manager is responsible for defining and owning… more
- Neuberger Berman (New York, NY)
- …operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team managing assets worth over $2 billion. The Senior ... Provide customized reporting and analysis to clients or the Wealth Advisor team on a regular or...and dignity, and to work in a professional and safe environment. These values are the cornerstone of our… more