Remote Investment Consultant for HNW Advisor Partnerships

City National Bank; Jackson (MS); A distancia; USD 101.000 - 172.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare coverage

401(k) matching

Tuition reimbursement

Career development

Descripción de la vacante

City National Bank is seeking an Investment Consultant for a remote role based in TX to expand our referral network with Independent Financial Advisors, CPA firms, and law firms. You will drive new assets under management through a consultative sales approach and maintain strong client communications.

The ideal candidate brings 5+ years in investment management, HNW/UHNW experience, and proven presentation skills, with the capacity to travel up to half the time and obtain required FINRA licenses.

Formación

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

Responsabilidades

• Develop programs to increase referrals from Independent Financial Advisors, CPA firms, and attorneys.
• Keep advisors informed about firm and industry developments.
• Facilitate smooth transitions from sales to portfolio management and handle client communications.

Conocimientos

Sales mindset

Strong communication

Presentation skills

Networking

Travel flexibility

Educación

Bachelor's Degree

Master's Degree preferred

CFA - Chartered Financial Analyst (or in progress)

Herramientas

Descripción del empleo

City National Bank is seeking an Investment Consultant for a remote role based in TX to expand our referral network with Independent Financial Advisors, CPA firms, and law firms. You will drive new assets under management through a consultative sales approach and maintain strong client communications.

The ideal candidate brings 5+ years in investment management, HNW/UHNW experience, and proven presentation skills, with the capacity to travel up to half the time and obtain required FINRA licenses.