- HUB International (New York, NY)
- …strategic planning , and client service. You will deliver tailored wealth strategies, manage relationships, and help creatives make informed financial decisions ... property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. A subsector of HUB, Trusted Capital… more
- City National Bank (New York, NY)
- …and 3-5 years of experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63 securities licenses and ... ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth ...colleagues on a regular basis providing asset management, financial planning , and brokerage services advice. Less experienced Financial Advisors… more