Senior Wealth Planning & Relationship Manager

A global financial institution based in San Jose, California, seeks a Financial Planning Specialist to identify and deepen relationships with affluent clients. This role requires 5-8 years of experience in financial services, strong analytical and communication skills, and the necessary US FINRA registration. The candidate will provide holistic financial solutions by understanding clients' banking and investment needs, organizing client events, and ensuring compliance with regulatory norms. The position offers a competitive salary, professional growth opportunities, and comprehensive benefits.
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