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Senior Financial Advisor

2 months ago

Woodland Hills, California, United States City National Bank Full time
About the Role

We are seeking a highly skilled Senior Financial Advisor to join our team at City National Bank. As a key member of our Wealth Management group, you will be responsible for developing and maintaining relationships with affluent individuals and families, providing expert financial planning and investment advice, and driving revenue growth through new business development.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, including investment strategies and portfolio management
  • Provide exceptional client service, responding to client inquiries and concerns in a timely and professional manner
  • Collaborate with colleagues to identify new business opportunities and develop strategies to drive revenue growth
  • Stay up-to-date on market trends and economic conditions, providing expert insights and recommendations to clients
  • Manage client portfolios, ensuring that investments align with client goals and risk tolerance
Requirements
  • Minimum 5 years of experience in investment sales or financial planning
  • FINRA Series 7 and 63 securities licenses and state insurance license required
  • CFP designation highly preferred
  • Strong understanding of financial planning and investment processes, including asset allocation models and portfolio analytics
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
What We Offer

As a Senior Financial Advisor at City National Bank, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and contribute to the success of our Wealth Management group. We offer a competitive compensation package, including a base salary and commission-based incentives, as well as a comprehensive benefits program and opportunities for professional growth and development.