- Truist (Mclean, VA)
- …that have over $1MM in investments at Truist. The Wealth Private Advisor will identify and fulfill banking and credit solutions for clients where the FA ... of America) **Please review the following job description:** The Wealth Private Advisor 's primary responsibility...to time. 1. Work with PCG FAs to deliver Wealth Banking and Credit solutions for clients… more
- Citigroup (Falls Church, VA)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals in order to provide holistic… more
- Citigroup (Washington, DC)
- …Series 7 & 66 (or 63 & 65) & 31 + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or ... thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to… more