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Senior HNW Wealth Advisor

PowerToFly

A financial services company in Los Angeles seeks a seasoned Wealth Relationship Management Sr. Analyst to build and deepen client relationships, especially in the affluent segment. This role requires strong analytical, financial skills and the ability to anticipate client needs through a suite of financial products. Candidates should have 5-8 years of experience, a Bachelor's degree, and relevant certifications. Compliance with industry regulations is essential in this full-time position. #J-18808-Ljbffr

Vacancy posted 2 days ago
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