Current jobs related to Senior Wealth Advisor SAFE Act - Boca Raton, Florida - Citigroup Inc

  • Wealth Management Advisor

    4 weeks ago

    Boca Raton, Florida, United States Truist Financial Full time

    Job DescriptionThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page.Job SummaryServe as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through...

  • Wealth Management Professional

    4 weeks ago

    Boca Raton, Florida, United States Nichols Wealth Partners Full time

    Job Title: Wealth Management ProfessionalNichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Management Professional to assist us in our mission of helping clients achieve their financial goals. This is a unique opportunity to play a key role in the future success of our fast-growing organization.Job Summary:The Wealth...

  • Wealth Management Specialist

    3 weeks ago

    Boca Raton, Florida, United States Evershore Financial Group Full time

    Unlock Your Full Potential as a Comprehensive Wealth AdvisorEvershore Financial Group is a leading provider of comprehensive wealth management solutions tailored to the unique needs of individuals and businesses. We are seeking a highly motivated and entrepreneurially minded Financial Services Consultant to join our team.As a Financial Services Consultant...

  • Licensed Trader/Operations Specialist

    4 weeks ago

    Boca Raton, Florida, United States Singer Wealth Full time

    Job Title: Licensed Trader/Operations SpecialistAbout the Role:We are seeking a highly skilled Licensed Trader/Operations Specialist to join our team at Singer Wealth. As a key member of our operations team, you will be responsible for executing trades, managing investment portfolios, and providing exceptional support to our financial advisors.Key...

  • Merrill Team Financial Services Expert

    4 weeks ago

    Boca Raton, Florida, United States The Bank of America Corporation Full time

    Wealth Management ServicesMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Financial Advisor, you will be part of a team that provides expert guidance and support to help clients achieve their financial goals.Key ResponsibilitiesProvide...

  • Senior Financial Advisor Associate

    3 weeks ago

    Boca Raton, Florida, United States Hennion & Walsh Full time

    About the RoleHennion & Walsh is an advocate for the individual investor, putting the client first. We believe in guiding our clients to achieve their financial goals and dreams through conservative income and growth strategies. As a Financial Advisor Associate, you will play a key role in helping our clients achieve their financial objectives.Key...

  • Server Position at Acts Retirement-Life Communities

    4 weeks ago

    Boca Raton, Florida, United States ACTS Retirement-Life Communities Full time

    Job Summary:We are seeking a skilled Server to join our team at Acts Retirement-Life Communities. As a Server, you will be responsible for delivering exceptional dining experiences to our residents and their guests. Your primary duties will include serving food and beverages in a timely manner, assisting with the setup and cleanup of the dining room, and...

  • Wealth Management Specialist

    4 weeks ago

    Boca Raton, Florida, United States Equitable Advisors Full time

    At Equitable Advisors, we're seeking a talented Financial Professional to help our clients achieve their financial goals.As a Financial Professional, you'll be responsible for: Analyzing financial information to determine strategies and solutions for clients Building and maintaining a client base, staying up-to-date on client plans, and acquiring new clients...

  • Automotive Service Advisor

    4 weeks ago

    Boca Raton, Florida, United States Atlantic Coast Enterprises - ACE Jiffy Lube Full time

    About the RoleWe are seeking a highly motivated and customer-focused Automotive Service Advisor to join our team at Atlantic Coast Enterprises - ACE Jiffy Lube. As a key member of our team, you will be responsible for providing exceptional customer service, guiding customers through their elected services, and advising them on recommended services in a clear...

  • Caregiver Assistant

    1 month ago

    Boca Raton, Florida, United States Sunrise Senior Living Full time

    About the RoleWe are seeking a compassionate and dedicated Care Manager to join our team at Sunrise Senior Living. As a Care Manager, you will play a vital role in providing exceptional care and services to our residents and their families.ResponsibilitiesBuild meaningful relationships with residents and their families, providing assistance with activities...

  • Home Care Assistant

    4 weeks ago

    Boca Raton, Florida, United States JFS at HomeJFS Senior Care Full time

    Job SummaryJFS at Home/JFS Senior Care is seeking a compassionate and skilled Certified Nursing Assistant to provide specialized support services to our elderly patients. As a Personal Care Specialist, you will be responsible for assisting with daily living activities, providing reminders for medication, and accompanying patients to appointments.Key...

  • Dining Room Server Position

    4 weeks ago

    Boca Raton, Florida, United States Meridian Senior Living Full time

    About the Position:We are seeking a skilled and compassionate Dining Room Server to join our team at Meridian Senior Living. As a Dining Room Server, you will be responsible for delivering meals to our residents and guests in a timely and efficient manner. You will work closely with our dietary team to ensure a smooth and safe operation of the...

  • Investment Operations Specialist

    4 weeks ago

    Boca Raton, Florida, United States Selby Jennings Full time

    A leading fintech company is revolutionizing the alternative investments space by providing innovative solutions for financial advisors, wealth managers, and institutional investors.**Job Overview:**We are seeking an experienced Investment Operations Specialist to join our team. This role involves handling trade order processing, asset setup, troubleshooting...

  • Dining Room Server

    1 month ago

    Boca Raton, Florida, United States Meridian Senior Living Full time

    Meridian Senior Living is a company that believes in providing a great life for its residents. We are seeking a Dining Room Server to join our team. As a Dining Room Server, you will be responsible for delivering meals to our residents and guests in a timely manner and on a schedule. You will work as part of the dietary team to ensure a smooth, efficient,...

  • Senior Private Banking Relationship Manager

    4 weeks ago

    Boca Raton, Florida, United States First Horizon Bank Full time

    Job SummaryWe are seeking a highly skilled Private Banking Relationship Manager to join our team at First Horizon Bank. As a key member of our wealth management team, you will be responsible for building and maintaining relationships with high net worth individuals and providing them with tailored financial solutions.Key ResponsibilitiesDevelop and implement...

  • Housekeeping Professional

    5 days ago

    Boca Raton, Florida, United States Meridian Senior Living Full time

    At Meridian Senior Living, we are dedicated to providing a clean and safe environment for our residents. We are seeking a skilled Housekeeper to join our team and play a vital role in maintaining the highest standards of cleanliness and sanitation in our communities.The ideal candidate will have a strong work ethic, excellent communication skills, and the...

  • Senior Financial Relationship Manager

    4 weeks ago

    Boca Raton, Florida, United States Seacoast Banking Corporation of Florida Full time

    Key Responsibilities:As a Senior Client Advisor at Seacoast Bank, you will be responsible for driving branch asset growth, increasing deposits, and expanding the customer base by building strong relationships with new and existing customers. This involves understanding their current and future financial needs and matching them with Seacoast Bank's products...

  • Sales Associate

    1 month ago

    Boca Raton, Florida, United States Five Star Senior Living Full time

    Unlock Your PotentialAt Five Star Senior Living, our team members are the heart of our mission to enrich and inspire the journey of life. As a Sales Associate, you will play a vital role in nurturing and advancing the lives of our residents, while enjoying meaningful opportunities for personal and professional growth within a supportive culture.The...

  • Sales Associate

    4 weeks ago

    Boca Raton, Florida, United States Five Star Senior Living Full time

    At Five Star Senior Living, we're committed to enriching and inspiring the journey of life for our residents. As a Sales Associate, you'll play a critical role in maintaining and improving occupancy levels of our community, working closely with our marketing and business teams to achieve our goals.The OpportunityWe're seeking a highly motivated and...

  • Transportation Specialist

    1 month ago

    Boca Raton, Florida, United States Sunrise Senior Living Full time

    Job Title: DriverSunrise Senior Living is a leading provider of senior care services, and we are seeking a skilled and compassionate Driver to join our team.Job Summary:The Driver will be responsible for providing safe and timely transportation for residents to and from various activities, while providing exceptional customer service.Responsibilities:Assist...

Senior Wealth Advisor SAFE Act

1 month ago

Boca Raton, Florida, United States Citigroup Inc Full time
Job Summary

Citi Global Wealth is seeking a Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for building relationships with new clients and deepening relationships with existing clients in Citi Personal Wealth Management and Retail bank. You will use financial planning and excellent discovery and profiling skills to provide comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.

The ideal candidate will have 5-8 years of experience serving in a financial advisory capacity and a strong analytical and financial skills. You will also have experience in a proactive, successful sales and service role in the financial services industry and be able to work without direction. Additionally, you will have a basic understanding of investment and financial planning strategies and be able to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry.

The Senior Wealth Advisor will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients. You will have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients.

Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. The company also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

For additional information regarding Citi employee benefits, please visit Available offerings may vary by jurisdiction, job level, and date of hire.

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.