Senior Wealth Advisor
5 days ago
Citigroup Inc. is seeking a highly skilled and experienced Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will play a critical role in providing comprehensive financial and investment advice to our affluent and high-net worth clients.
Key Responsibilities- Build and maintain strong relationships with clients to understand their financial goals and objectives.
- Develop and implement personalized financial plans to help clients achieve their goals.
- Provide expert investment advice and guidance to clients, including recommendations on traditional and alternative investments.
- Work closely with a dedicated team of financial professionals to ensure seamless delivery of financial services to clients.
- Stay up-to-date with market trends and economic conditions to provide informed advice to clients.
- 5-8 years of experience in a financial advisory capacity.
- Proven track record of success in a proactive, sales and service role in the financial services industry.
- Strong analytical and financial skills, with the ability to interpret complex financial data.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Knowledge of financial planning software and investment products.
Citigroup Inc. offers a competitive salary and benefits package, including medical, dental and vision coverage, 401(k) plan, and paid time off. We also offer opportunities for professional growth and development, as well as a dynamic and supportive work environment.
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Senior Wealth Advisor
3 days ago
Alameda, California, United States Citigroup Inc Full timeJob Summary:Citigroup Inc. is seeking a highly skilled and experienced Wealth Management Professional to join our team. As a Senior Wealth Advisor, you will play a critical role in providing comprehensive financial and investment advice to our affluent and high-net worth clients.Key Responsibilities:Build and maintain strong relationships with clients to...
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Principal Wealth Strategy Advisor
2 weeks ago
Alameda, California, United States Citigroup Inc Full timeCiti Global Wealth integrates the extensive capabilities of Citi to cater to a diverse range of wealth clients. This cohesive business unit provides services to ultra-high-net-worth individuals and family offices through Citi Private Bank, while also addressing the needs of affluent and high-net-worth segments via Citigold and Citigold Private Client....
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Lead Wealth Management Consultant
2 weeks ago
Alameda, California, United States Citigroup Inc Full timeCiti Global Wealth unites the comprehensive capabilities of Citi to cater to a diverse range of wealth clients. This integrated business segment serves ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses the affluent and high-net-worth markets via Citigold and Citigold Private Client, and provides wealth management...
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Senior Financial Advisory Specialist
1 week ago
Alameda, California, United States Citigroup Inc Full timeCiti Global Wealth integrates the extensive capabilities of Citi to cater to a diverse range of wealth clients. This cohesive division serves ultra-high-net-worth individuals and family offices through Citi Private Bank, addresses affluent and high-net-worth segments via Citigold and Citigold Private Client, and encompasses workplace wealth management...
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Senior Business Analyst
2 days ago
Alameda, California, United States Abbott Laboratories Full timeAbout Abbott LaboratoriesAbbott Laboratories is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people...
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Senior Business Analyst
1 day ago
Alameda, United States Abbott Laboratories Full timeAt Abbott, you can do work that matters, grow, and learn, care for yourself and family, be your true self and live a full life. Youâll also have access to:Career development with an international company where you can grow the career you dream of .Free medical coverage for employees* via the Health Investment Plan (HIP) PPOAn excellent retirement...
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Senior Data Analyst
3 weeks ago
Alameda, United States Abbott Laboratories Full timeInterested in applying your wealth of technical knowledge and experience towards an opportunity in the medical field and improving the lives of people with diabetes? Â The candidate will be responsible for collecting, cleaning, massaging and analysis of big data. The role will also contribute to defining and implementing Big Data Strategy for the...
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Senior Fullstack Engineer
3 weeks ago
Alameda, United States Abbott Laboratories Full timeThe OpportunityAt Abbott, we believe people with diabetes should be empowered to enjoy healthy and happy lives. Thatâs why weâre focused on helping people with diabetes manage their health more effectively and comfortably, with life-changing products that provide accurate data to drive better-informed decisions. Weâre revolutionizing the way...
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VP, Finance--Construction
3 months ago
Alameda, United States Stacy Witbeck Full timeJob DescriptionJob DescriptionSalary: $225k--$275kStacy and Witbeck is seeking a Vice President of Finance who will oversee all financial matters for the organization. Our company is growing aggressively--you will be instrumental in the analysis and forecasting of financial trends to advise our CFO and executive team in the strategic planning of our...
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Tax Manager
1 month ago
Alameda, United States Accounting & Technology Solutions Full timeJob DescriptionJob DescriptionTax Manager - Global Income TaxPosition Overview: We are seeking a highly skilled and experienced Global Income Tax Manager to oversee and manage our international income tax compliance and planning activities. This role will be instrumental in ensuring the accuracy and efficiency of our global tax strategies while maintaining...
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Manager, Business Analytics
1 month ago
Alameda, United States Abbott Laboratories Full timeAbout AbbottAbbott is a global healthcare leader, creating breakthrough science to improve peopleâs health. Weâre always looking towards the future, anticipating changes in medical science and technology.Working at AbbottAt Abbott, you can do work that matters, grow, and learn, care for yourself and family, be your true self and live a full life....