Remote Investment Consultant for High‑Net‑Worth Clients

City National Bank; Nashville (TN); Remote; USD 101,000 - 172,000; Full time

Benefits offered by this job

Comprehensive healthcare coverage

Generous 401(k) matching

Tuition reimbursement

Job summary

City National Bank seeks an Investment Consultant to expand our network of Independent Financial Advisors and professionals who refer clients to Rochdale. You will communicate with high net worth investors and partners to deliver premier investment services and drive asset growth.

In this remote-based role, you will travel up to 40–50% of the time and leverage a consultative sales approach to generate new assets, while ensuring smooth transitions from sales to portfolio management and

Qualifications

• Bachelor's Degree
• Minimum 5 years of financial experience preferably in Investment Management
• 2 years of experience in the High Net Worth or Ultra High Net Market markets
• 2 + years delivering formal client presentations
• Ability to travel 40-50% of the time
• FINRA Series 65 (or 66), or the ability to obtain
• Masters Degree preferred (optional)
• Working knowledge of portfolio management and investment techniques

Responsibilities

• Develop and implement programs to increase referrals from Independent Financial Advisors, accounting and law firms
• Keep advisors informed of firm and industry developments
• Ensure smooth transition from sales to portfolio management
• Facilitate new accounts and transfers
• Handle advisor and client communications
• Prepare client presentations
• Communicate with centers of influence to align products and services with needs
• Conduct meetings and presentations in assigned territory
• Generate new assets using a professional consultative sales approach

Skills

Networking

Public speaking

Consultative sales

Communication

Strategic thinking

Education

Bachelor's Degree

Masters Degree preferred

Tools

FINRA Series 65

FINRA Series 66

CFA

Job description

City National Bank seeks an Investment Consultant to expand our network of Independent Financial Advisors and professionals who refer clients to Rochdale. You will communicate with high net worth investors and partners to deliver premier investment services and drive asset growth.

In this remote-based role, you will travel up to 40–50% of the time and leverage a consultative sales approach to generate new assets, while ensuring smooth transitions from sales to portfolio management and