- 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