• Citi Private Bank - Investment Associate

    Citigroup (Beverly Hills, CA)
    …by the performance of the individual. **Responsibilities:** + The role of the Investment Associate is to provide a wide variety of service and investment advice to ... years of experience + Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation. + Ability… more
    Citigroup (04/09/25)
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  • Retirement Planning Consultant (Northern…

    Aegon Asset Management (CA)
    …or 7. + FINRA Series 63 or obtain within six months. + Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. ... fixed annuities. These are supported by Transamerica Corporate , which includes Finance , People and Places, General Counsel, Risk, Internal Audit, Strategy and… more
    Aegon Asset Management (05/10/25)
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