Mass Affluent Relationship Lead — Trusted Advisor

A prominent financial institution in California is seeking candidates for a licensed position that requires SIE and Series 6, 63, and 65 licenses. The role involves managing a portfolio of affluent clients and providing tailored financial solutions while ensuring compliance with regulations. Candidates should have 4-6 years of relevant experience and must possess knowledge of banking products. A competitive salary range of $63,300.00 - $117,200.00 is offered along with a comprehensive benefits package including health insurance and retirement plans. #J-18808-Ljbffr