About this role
Financial Advisor at City National Bank. Location: San Francisco or Walnut Creek. Role: Develop relationships, Manage portfolios, Advise clients Requirements: 2+ years investment-related experience; 3+ years in investment sales; FINRA licenses 7 and 63 (and 65 or 66); state insurance license; CFP preferred; BA or MBA with experience preferred. Category: Finance and Accounting Seniority: Mid Level Certifications: finra series 7, finra series 63, finra series 65, finra series 66, state insurance, cfp Commitment: Full Time Workplace: Onsite Languages: English