• Senior Wealth Advisor

    Columbia Bank (Los Angeles, CA)
    …your success. Advisors will have access to a shared financial services assistant . Advisors will be eligible to have a dedicated financial service assistants ... As with all Wealth Advisors, the client must come first in all situations, and the record of any...Bachelor's degree preferred and/or applicable professional credentials such as CFA , CIMA, CFP, CWS, CEPA, or AIF, required. +… more
    Columbia Bank (10/23/25)
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