A global financial services company is seeking an experienced Wealth Relationship Mgmt. (Branch) Sr. Analyst. The role involves building relationships with affluent clients, providing comprehensive financial solutions, and ensuring compliance with regulations. Ideal candidates have 5-8 years of experience and strong analytical skills. A Bachelor's degree is required, along with specific US FINRA registrations. The position is based in San Francisco, offering a competitive salary and benefits.
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Wealth Advisor • San Francisco, CA, United States