Wealth & Banking Solutions Advisor

Regal Executive Search is seeking a Financial Solutions Advisor located in Torrance, California. The primary role is to deepen banking and investment relationships with Mass Affluent customers. The position entails providing comprehensive advice and tailored solutions to help clients achieve financial goals.

The ideal candidate will have significant experience in investment products, strong relationship-building skills, and the necessary licenses such as Series 7 and 66. A business degree and CFP designation are preferred.