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Senior Wealth Advisor jobs in Fresno, CA

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WEALTH ADVISOR SAFE ACT

Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and p...

CompanyCitigroup Inc
AddressFresno, CA
CategoryRetail
Job typeFull-Time
Date Posted 3 weeks ago See detail

Wealth Advisor SAFE Act

Citigroup Inc

Fresno, CA

Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and p...

3 weeks ago seen See more...

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