Remote HNW Investment Relationship Advisor

City National Bank; Carson City (NV); À distance; USD 101 000 - 172 000; Plein temps

Avantages offerts par ce poste

Healthcare coverage

401(k) matching

Tuition reimbursement

Time away benefits

Career mobility support

ERGs and networking groups

Résumé du poste

City National Bank is seeking an Investment Consultant remotely based in TX to expand and deepen the network of Independent Financial Advisors, CPAs and attorneys, driving new assets under management. You will communicate with centers of influence and coordinate transitions from sales to portfolio management with a high level of professionalism.

The role requires 5+ years in investment management, strong presentation skills, and the ability to travel up to half the time.

Qualifications

• Bachelor's Degree required.
• 5+ years financial experience in investment management preferred.
• 2+ years in HNW/UHNW markets and 2+ years delivering client presentations.
• Willingness to travel 40–50% of the time.
• FINRA Series 65 or 66, or ability to obtain.

Responsabilités

• Develop and implement programs to increase referrals from Independent Financial Advisors, CPA's and law firms.
• Keep advisors informed about firm and industry developments.
• Ensure smooth transition from sales to portfolio management and facilitate new accounts.
• Handle advisor and client communications and prepare client presentations.
• Communicate with centers of influence to align products with client needs.
• Conduct meetings and presentations in assigned territory to generate new assets.

Connaissances

Communication

Travel readiness

Sales mindset

Self-motivated

Strategic thinking

Ethical demeanor

Formation

Bachelor's Degree

Master's Degree preferred

CFA certification or in progress

Outils

FINRA Series 65/66

Description du poste

City National Bank is seeking an Investment Consultant remotely based in TX to expand and deepen the network of Independent Financial Advisors, CPAs and attorneys, driving new assets under management. You will communicate with centers of influence and coordinate transitions from sales to portfolio management with a high level of professionalism.

The role requires 5+ years in investment management, strong presentation skills, and the ability to travel up to half the time.