Job Details

Finance - General Attorney in Santa Monica, CA

This job is expired...

Company name

City National Bank

Organization Type


Job Type


Practice Area

Finance - General

Years of Experience

Min 3 yrs required


USA Santa Monica, CA

Date Last Verified

May 01,2018

Posted on

Feb 26,2018

41 hits


Senior Financial Advisor The candidate serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market. Interact with clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Should have 5+ years of investment related experience and 3+ years of experience in investment sales. FINRA Series 7 and 63/65 or equivalent (Series 66) and California Insurance license is essential.

Additional info

Job ID WMS-8602

Company info

Hiring Coordinator
City National Bank
400 North Roxbury Drive
Beverly Hills, CA 90210