- BlackRock (San Francisco, CA)
- …share. We serve investors of all sizes, including advisors, personal investors, wealth managers, banks, asset managers, pensions, and insurers. **Job Purpose / ... the space + Serve as a subject matter expert for Institutional and Wealth clients, developing and communicating key features of the product structure, market outlook… more
- City National Bank (West Hollywood, CA)
- …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 ...and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or… more