Senior Wealth Management Advisor

City National Bank; West Hollywood (CA); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Job summary

City National Bank seeks a Senior Financial Advisor to lead wealth management for a defined market, building new business and maintaining relationships with affluent clients. You will provide asset management, financial planning, and brokerage guidance, coordinating with PBB teams and mentoring junior advisors.

The role emphasizes ownership of the book of business, client-centric planning, and strict regulatory and CN Bank policy compliance.

Qualifications

• Minimum 5 years of investment related experience.
• Minimum 3 years experience in investment sales.
• FINRA Series 7 and 63 and 65 or 66; state insurance license may be required.

Responsibilities

• Serve as Wealth Management point of contact for PBB Bank.
• Responsible for revenue production related to advisory services and securities products.
• Develop new relationships and cross-sell to existing clients.
• Lead discussions on Wealth Management services and be the primary contact for new opportunities.

Skills

Investment experience

Investment sales

FINRA licenses (7/63/65/66)

CFP preferred

Education

BA or MBA in finance

Job description

City National Bank seeks a Senior Financial Advisor to lead wealth management for a defined market, building new business and maintaining relationships with affluent clients. You will provide asset management, financial planning, and brokerage guidance, coordinating with PBB teams and mentoring junior advisors.

The role emphasizes ownership of the book of business, client-centric planning, and strict regulatory and CN Bank policy compliance.