- Citigroup (Miami, FL)
- The Citi Trust (CT) Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members globally to increase CT revenue by ... planning solutions based upon each client/prospect's individual circumstances. Additionally, the Wealth Planner acts as the sponsor of new business to CT after… more
- Principal Financial Group (Miami, FL)
- …+ Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) or Chartered Leadership Fellow (CLF) designations desired. ... required by applicable state law to become IAR with Principal Securities, Inc.'s RIA + Refer to Principal... Principal Securities, Inc.'s RIA + Refer to Principal Financial Network Licensing/Exam Policy for the time frame… more