• Director, HNW Investment Counselor - Citi Private…

    Citigroup (San Francisco, CA)
    …firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying ... be required. + US Only: S7, S66 (or 63 & 65) & S3; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7) **Education:** + Bachelor's/University degree,… more
    Citigroup (03/12/25)
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  • Financial Advisor Trainee-PCG

    Raymond James Financial, Inc. (Beverly Hills, CA)
    …or services. * Firm's working structure, policies, mission, strategies, and compliance guidelines. Skill in * Operating client relationship manager system and ... Experience** General Experience - 13 months to 3 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority… more
    Raymond James Financial, Inc. (03/11/25)
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