- City National Bank (Los Angeles, CA)
- …do * Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering ... * WEALTH STRATEGIST CNR* WHAT IS THE...* WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY? This position...Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner within 18 months of employment… more