HNW Investment Consultant — Remote TX (Partnerships)

City National Bank

Lincoln (NE)

Remote

USD 101,000 - 172,000

Full time

14 days+

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Job summary

City National Bank seeks an Investment Consultant to drive growth remotely from Texas, expanding the advisor network and attracting high-net-worth clients. You will develop partnerships with independent financial advisors, accounting and law firms, and manage client and advisor communications.

The role emphasizes a consultative sales approach, with performance tied to new assets under management. Required are 5+ years in financial services, HS or UHNW market experience, and strong presentation

Qualifications

Bachelor's degree required; master's degree preferred.
5+ years financial experience, investment management preferred.
2+ years in High Net Worth or Ultra High Net markets.
2+ years delivering formal client presentations.
Ability to travel 40-50% of the time.
FINRA Series 65 or 66, or ability to obtain.

Responsibilities

Develop and implement programs to increase referrals from financial professionals.
Keep Independent Financial Advisors abreast of firm and industry developments.
Ensure smooth transition from the sales process to portfolio management.
Facilitate new accounts and account transfers.
Handle advisor and client communication.
Prepare client presentations.
Communicate with centers of influence to align products with needs.
Conduct meetings and presentations in assigned territory.
Generate new assets using a consultative sales approach.