Senior Wealth Relationship Advisor

A major financial institution in Los Angeles is seeking a Wealth Relationship Mgmt. Sr. Analyst to enhance client relationships within the affluent segment. The ideal candidate will have a strong background in financial planning and analytical skills, as well as experience with financial compliance. Responsibilities include identifying client needs, offering holistic financial solutions, and organizing engagement events. A Bachelor's degree and US FINRA Registration are required. #J-18808-Ljbffr