About this role
Wealth Management Advisor II at Sunflower Bank NA. Location: Los Angeles, California, United States. Role: managing portfolios, expanding relationships, preparing proposals Requirements: Bachelor's degree or MBA in Finance required, Series 65 required, CFP preferred, 7-10 years investment management experience, strong sales and business development skills, bondable, and ability to work flexible hours. Category: Finance and Accounting Seniority: Senior Level Tools: CRM Certifications: series 65, cfp Commitment: Full Time Workplace: Onsite Languages: English