About this role
Financial Advisor Senior at City National Bank. Location: Beverly Hills, California, United States. Role: Develop relationships, Manage portfolios, Advise clients Requirements: Five+ years in investment work; three+ years in investment sales; FINRA licenses 7, 63 and 65 or 66; California Insurance License. Category: Finance and Accounting Seniority: Senior Level Certifications: finra series 7, finra series 63, finra series 65, california insurance, cfp Commitment: Full Time Workplace: Onsite Languages: English