- City National Bank (Beverly Hills, CA)
- …attract new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist ... wealth and succession planning. *WHAT WILL YOU DO?* * Work with Sr . Wealth Strategist and Wealth Strategist in developing integrated estate and… more
- City National Bank (Los Angeles, 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 Management's primary point of contact for assigned line of… more