• Senior Wealth Advisor SAFE Act - Georgetown

    Citigroup (Washington, DC)
    …to all Regulatory and Compliance operating procedures . Ensure strict adherence to KYC/ AML and other compliance norms . Partner with all roles on branch team ... appropriate (including, but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral leads . Manage… more
    Citigroup (09/10/25)
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