Senior Wealth Advisor: Lead for Affluent Clients
Job in
West Hollywood, Los Angeles County, California, 90069, USA
Listed on 2026-08-13
Listing for:
City National Bank
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
City National Bank, based in California, seeks a Senior Financial Advisor to lead wealth management efforts for affluent clients in the West Hollywood area. Build relationships, manage portfolios, and drive advisory revenue with PBB colleagues. Requires strong investment sales background and FINRA licenses.
The role emphasizes client service, portfolio reviews, and compliant onboarding of new accounts while collaborating with CNAM models for asset allocation.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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