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2 wealth management jobs at 1 company in Turlock, CA

2mo
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Wealth Relationship Manager - Modesto Oakdale
Modesto, California, United States
$78k-$117k/yr OnsiteFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years experience; strong analytical, financial planning and communication skills; knowledge of Microsoft Office and financial planning tools; self-starter; required US FINRA registrations and insurance/MLO registrations within 150 days.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
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2mo
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Mark Applied
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Wealth Relationship Manager - Modesto Oakdale
Modesto, California, United States
$78k-$117k/yr OnsiteFull Time
Citi
CitiNYSE: C: A global financial services providing banking and credit services.
5+ YOERequires 5–8 years of experience, a bachelor's degree or equivalent, strong financial and analytical skills, Microsoft Office and financial planning software experience, and FINRA and insurance registrations.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
Job PostingView all