About this role
Financial Advisor Senior at City National Bank. Location: Los Angeles, California, United States. Role: develop relationships, manage portfolios, coordinate advisory Requirements: Minimum 5 years investment experience; 3 years in investment sales; FINRA Series 7, 63, and 65 or 66; California Insurance License; CFP designation preferred. Category: Finance and Accounting Seniority: Senior Level Certifications: finra series 7, finra series 63, finra series 65, finra series 66, california insurance, cfp Commitment: Full Time Workplace: Onsite Languages: English