A major financial institution in Palo Alto is seeking an Associate Banker Safe Act Assistant Vice President. This role involves assisting in sales strategies, prospecting new clients, managing existing relationships, and ensuring compliance with regulations. The ideal candidate has 5-8 years of experience, strong investment knowledge, and must obtain required FINRA Securities Licenses. This position is vital for driving growth and client satisfaction.
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Investment Banking Associate • Palo Alto, CA, United States