- City National Bank (Los Angeles, CA)
- ** WEALTH STRATEGIST CNR** **WHAT IS THE OPPORTUNITY?** This position is responsible for further expanding City National Rochdale's relationships with its high ... Investment Consultants and the independent financial advisors they serve. Support Sr Wealth Strategist and Wealth Strategist team in the development… more
- Charles Schwab (Newport Beach, CA)
- …Net Worth client experience + Wealth Management designation, eg, Certified Wealth Strategist (CWS), CFA or CFP strongly preferred + Professional ... **Your opportunity** As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible...clients in the context of a dedicated relationship. The Wealth Advisor works across a wide spectrum of investment… more
- City National Bank (Chatsworth, CA)
- …and 3-5 years of experience. + May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. + FINRA Series 7 and 63 securities licenses and ... SENIOR** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to… more
- PNC (Irvine, CA)
- …The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist , and Relationship Strategist . **Institutional Asset ... sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG… more
- PNC (Irvine, CA)
- …The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist , and Relationship Strategist **Institutional Asset ... sophisticated, customized financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. The… more