Wealth Strategy & Planning Analyst
City National Bank
City National Bank is seeking a Private Wealth Analyst to support Private Banking client teams with investment analysis and financial planning for high-net-worth clients. Key responsibilities include creating sales materials and collaborating with tax and financial planning teams. The ideal candidate will have at least 3 years of experience in financial services, proficiency in Microsoft Excel and PowerPoint, and relevant licenses like FINRA Series 7 and 66. The role offers a competitive salary and extensive benefits. #J-18808-Ljbffr City National Bank
Vacancy posted 1 day ago
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