- Citigroup (Huntington, NY)
- 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
- M&T Bank (Fairfield, CT)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... for meeting and maintaining registration requirements under the Federal SAFE Act. + Complete other related duties as assigned....for growth and retention of that client base. The Wealth Advisor is focused on the profitable… more