About this role
Financial Advisor Senior at City National Bank. Location: Beverly Hills, California, United States. Role: Developing relationships, Managing portfolios, Coordinating sales Requirements: Minimum 5 years of investment experience; 3 years in investment sales; FINRA series licenses; California insurance license. Category: Finance and Accounting Seniority: Senior Level Tools: FINRA_licenses, California_Insurance_License, Portfolio_analytics_tools Certifications: finra series 7, finra series 63, finra series 65 or 66, california insurance Commitment: Full Time Workplace: Onsite Languages: English