- Citigroup (Arlington Heights, IL)
- The Wealth Relationship 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
- Bank of America (Northbrook, IL)
- …must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B Required + Obtain ... Wealth Management Specialist Northbrook, Illinois **To proceed with...team members as needed. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE… more
- Bank of America (Chicago, IL)
- …(BISO) organization and work closely with the Consumer, Small Business and Wealth Technology (CBWT) Chief Information Officers (CIOs)/Technology teams to develop a ... and controls; Ultimately, the Business Information Security Officer will become a trusted advisor to our stakeholders. Serves as a subject matter expert on the… more