Senior Financial Advisor - Banking

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ID: 195 Spencer White & Company: September 19, 2015 11:58 am

 

$150K - $200K    

Our client is a multi-billion$ bank - the largest headquartered in So. California.  Their business is focused on providing banking services to High-Net-Worth and Ultra-HNW clientele.  This individual will be responsible for working with both existing bank clients and new prospects with investable assets of $3MM or more.

Will provide traditional Financial Advisory Services, and also cross-sell Private Banking, Wealth Management and Trust services.

THIS IS A BASE SALARY + BONUS POSITION

REQUIREMENTS:

  • 5+ years financial services sales experience;
  • Series 7 and 66, or equivalent (if not current, must be obtained within 180 days of starting in the position);
  • CFP and/or CFA is a plus!

LOCATION: West LA

Reference Number: 1719-SC-HG

APPLY NOW (click here)


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