Senior Financial Advisor

4 weeks ago


Sens, Bourgogne-Franche-Comté, United States City National Bank Full time
Job Title: Senior Financial Advisor

At City National Bank, we are seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will serve as the primary point of contact for assigned clients, developing new business and maintaining ongoing relationships with affluent individuals and families within a specific market.

Key Responsibilities:
  • Provide asset management, financial planning, and brokerage services advice to clients
  • Develop and maintain relationships with clients, prospects, and colleagues
  • Collaborate with colleagues to set strategies and provide wealth management services across the full product spectrum
  • Analyze financial needs of clients and monitor their ongoing financial and personal circumstances
  • Responsible for the overall on-boarding process and maintenance of new accounts
Requirements:
  • Minimum 5 years of investment related experience
  • Minimum 3 years experience in investment sales
  • FINRA Series 7 and 63 and 65 or 66
  • California Insurance License
Preferred Qualifications:
  • CFP designation highly preferred
  • May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation
Compensation:

The overall annualized compensation range is $70,000 to $130,000.

City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.



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