- City National Bank (West Hollywood, CA)
- …all required account documentation is collected and completed. * For Directed Fixed Income portfolios, monitor for corporate and municipal bond concentrations ... strategies and provide wealth management services across the full product spectrum. * Analyze financial needs of clients and...May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and 63 securities… more