• Senior Wealth Advisor SAFE Act - Boca & Coral…

    Citigroup (Boca Raton, FL)
    …but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral leads. + Manage ... client follow-up and adhere to all Regulatory and Compliance operating procedures + Ensure that KYC/AML and other compliance norms are strictly adhered to + Partner… more
    Citigroup (07/22/25)
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