Location(s): Burlingame, CA or Palo Alto, CA (Relocation Assistance Provided)
Duration: Permanent Hire
Total Projected First Year Compensation: $175,000 - $200,000+
Overview:
One of our premier financial services clients is seeking an experienced Financial Consultant to join their one of their Bay Area branches. This is a client-facing role where you will provide personalized financial guidance and planning, leveraging the firm’s open architecture platform and industry-leading resources. You’ll work with an established client base while expanding your reach and deepening relationships.
Key Responsibilities:
Qualifications:
...implementation, and maintenance of a comprehensive compliance program, ensuring adherence to all federal and state banking regulations (e.g., BSA/AML, OFAC, GLBA, CFPB, FDIC, etc.). Identify potential areas of compliance vulnerability and risk; develop and implement corrective...
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