• Senior Wealth Advisor SAFE Act

    Citigroup (Boynton Beach, FL)
    …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
    Citigroup (04/06/24)
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