Senior Financial Advisor

11 hours ago


Woodland Hills, California, United States City National Bank Full time
Job Title: Senior Financial Advisor

At City National Bank, we're seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our Wealth Management group, you'll be responsible for developing and maintaining relationships with affluent individuals and families, providing expert financial planning and investment advice, and driving revenue growth.

Key Responsibilities:
  • Develop and execute comprehensive financial plans for clients, including investment strategies and portfolio management
  • Build and maintain strong relationships with clients, colleagues, and partners to drive business growth and revenue
  • Stay up-to-date on market trends and economic conditions to provide informed advice and guidance to clients
  • Collaborate with internal teams to deliver exceptional client service and support
  • Meet or exceed revenue targets and business objectives
Requirements:
  • Minimum 5 years of experience in investment sales or financial planning
  • FINRA Series 7 and 63 securities licenses and state insurance license required
  • Strong understanding of financial planning and investment processes, including asset allocation models and portfolio analytics
  • Excellent communication and relationship-building skills
  • Ability to work independently and as part of a team
What We Offer:
  • Competitive compensation and benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance

City National Bank is an equal opportunity employer committed to diversity and inclusion. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional client service.



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