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The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.
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Serve as AML Representative to Senior Governance meetings for including the Wealth Product Approval Committee. The Global Head of AML Risk Management - Wealth reports to Citi's Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / Bank Secrecy Act (BSA) and will be responsible for driving change and the primary face-off to the Wealth line-of-business, including providing thought leadership, direction and driving greater consistency in global program design and execution across our wealth management activities.
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The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.
Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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RoleThe Global Head of AML Risk Management - Wealth reports to Citi’s Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / Bank Secrecy Act (BSA) and will be responsible for driving change and the primary face-off to the Wealth line-of-business, including providing thought leadership, direction and driving greater consistency in global program design and execution across our wealth management activities.
$250,000 - $500,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a Wealth Advisor Development Associate you will pursue your desired career in the financial advisor industry while cultivating long lasting relationships. With motivation driven by personal success you will be challenging yourself in a tailored training program that includes specialized coaching and one-on-one mentorship designed to help you gain the foundational skillset and product knowledge needed to evolve into becoming a successful Wealth Advisor.
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Industry experience in financial services and/or highly regulated industries preferred (e.g. alternative investments, private equity, venture capital, banking, wealth management, and insurance.
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We're seeking a future team member for the role of Senior Associate, Wealth Manager join our Team. This role is located in Miami, FL. Preparing balance sheets, calculating wealth projections, recommending and executing portfolio rebalancing programs, cash management, verifying client objectives and analyzing investment performance.
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At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
$65,000 - $65,500 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We're looking for a Wealth Service Associate to join our Principal Asset Management team! Non-sales positions have the opportunity to participate in a bonus program. Interact with financial advisors and provide excellent customer service by answering product related questions (MFs, ETFs, SMAs), discuss sales literature, and explain portfolio analytics.
$23.32 - $33.17 an hourFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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This Partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. The partner assists Wealth Management Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client Advisors with client requests, meetings, business development and creating client presentations.
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The city of Tamarac, known as The City For Your Life, is ideally situated in western Broward County, FL and provides access to highways, airports and waterways and a wealth of cultural and sports activities.
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Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.
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A Wealth Management Professional will provide client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients.
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Our Business Development Professionals (BDP) will provide analytical, investment, and client service support for existing clients while at the same time developing skills to participate in the team’s new business generation under an apprenticeship model with current Private Wealth Advisors.
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Your exclusive dedicated team of 6+ members including a lead generation marketing team, appointment setter, application specialist, paraplanner, AUM & insurance manager, wealth management associate, and team assistant.
$120,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday
wealth job Title: senior client strategist Company: Pwc in Miami, FL
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