Senior Wealth Relationship Strategist

A leading financial institution based in Torrance, California is seeking a Wealth Relationship Management (Branch) Senior Analyst to enhance client relationships and offer tailored financial planning solutions. The role requires at least 5-8 years of experience in financial planning, alongside required US FINRA registration. You will engage with high-net-worth clients, ensuring compliance with all regulatory standards while delivering exceptional service and solutions focused on client needs. #J-18808-Ljbffr