Kaneer Kalra
Finance professional focused on wealth management and long-term financial planning. Experienced in client relationships and disciplined, client-first investment solutions. Series 63 licensed.
- Role
- Client Relationship Consultant 3 at U.S. Bank
- Location
- Corona, CA, US
- LinkedIn followers
- 500 followers
About Kaneer Kalra
Finance professional with hands-on experience developing client relationships and building a growing book of business through proactive outreach and needs-based financial conversations. As a Client Relationship Consultant I work closely with clients to understand their financial goals, deliver personalized solutions, and connect them with investment and planning resources when appropriate.My experience focuses on relationship-driven growth, client retention, and delivering a consistent, high-quality client experience. I have developed strong skills in financial conversations, business development, and long-term relationship management, which align closely with a career in wealth management.Series 63 licensed (SIE passed) with a strong interest in Financial Advisor and Wealth Management roles where I can help individuals and families grow and protect their wealth through disciplined, client-focused planning.I am particularly interested in opportunities in wealth management and financial advisory roles where relationship building, trust, and long-term planning are central to client success.
Experience
Client Relationship Consultant 3
Feb 2026 — Present · Riverside, CA, US
Responsible for developing and managing client relationships through proactive outreach and needs-based financial conversations. Focused on building a strong book of business by identifying client goals, providing tailored banking solutions, and generating referrals to wealth management partners. Delivered a high level of service while strengthening long-term client relationships and supporting business growth.
Education
California State University, Fullerton
Master of Business Administration, Finance, General
University of Illinois at Chicago - Graduate College
Bachelor's degree, Finance, General
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