- Bank of America (Los Angeles, CA)
- Executive Wealth Strategist Charlotte, North Carolina;New York, New York; Chicago, Illinois; Dallas, Texas; Los Angeles, California **Job Description:** At Bank ... to make a difference. Join us! **Job Description:** The Executive Wealth Strategist works with corporate clients and individual executives of those companies… more
- City National Bank (Los Angeles, 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