HNW Investment Consultant — Remote (TX)

City National Bank; Texas; Híbrido; USD 101.000 - 172.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare coverage

401(k) matching

Tuition reimbursement

Time away benefits

Mobility support

Networking groups

Descripción de la vacante

City National Bank seeks an Investment Consultant based remotely in Texas to expand the advisor network and attract high-net-worth clients to Rochdale investment services. You will present to advisors, coordinate transitions to portfolio management, and drive new assets through consultative sales in a high-net-worth market.

The role requires 5+ years in financial services, expertise in investment management, and a strong ability to travel 40-50% as needed.

Formación

• Bachelor's Degree required for consideration.
• Minimum 5 years of financial experience, preferably in investment management.
• 2+ years in the High Net Worth or Ultra High Net Market segments.
• 2+ years delivering formal client presentations.
• Ability to travel 40-50% of the time.
• FINRA Series 65 (or 66), or ability to obtain.

Responsabilidades

• Develop and implement programs to increase referrals from Independent Financial Advisors and related firms.
• Keep advisors informed of firm and industry developments.
• Ensure smooth transition from sales to portfolio management.
• Facilitate new accounts and account transfers.
• Handle advisor and client communication and produce presentations.
• Regularly communicate with centers of influence to align products with needs.
• Conduct meetings and presentations in assigned territory.
• Generate new assets through a professional consultative sales approach.

Conocimientos

Financial services

Investment management

HNW markets

Client presentations

Travel 40-50%

Strong communication

Educación

Bachelor's Degree

Masters degree preferred

CFA (in progress)

FINRA Series 65/66

Descripción del empleo

City National Bank seeks an Investment Consultant based remotely in Texas to expand the advisor network and attract high-net-worth clients to Rochdale investment services. You will present to advisors, coordinate transitions to portfolio management, and drive new assets through consultative sales in a high-net-worth market.

The role requires 5+ years in financial services, expertise in investment management, and a strong ability to travel 40-50% as needed.