Remote Investment Consultant — HNW Wealth Partnerships

City National Bank; Boston (MA); Remote; USD 101,000 - 172,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) with company match

Tuition reimbursement

Time off benefits

Health and family planning benefits

Career mobility support

Networking groups

Job summary

City National Bank is seeking an Investment Consultant to expand the network of Independent Financial Advisors and high-net-worth clients. Remote-based in Texas, the role focuses on acquiring new assets and managing relationships with advisors, CPA firms, and estate planning professionals.

The position requires extensive sales experience, strong presentation skills, and FINRA licensing. Travel 40-50% is expected, with a base salary in the stated range and potential bonuses.

Qualifications

• Bachelor's degree in finance or related field.
• Minimum 5 years of financial experience in investment management.
• 2+ years delivering formal client presentations.
• Ability to travel 40-50% of the time.
• FINRA Series 65 (or 66), or the ability to obtain.

Responsibilities

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

Skills

Client relationship management

Financial analysis

Sales & business development

Presentation skills

Networking

Education

Bachelor's Degree

Series 65/66

CFA (optional)

Tools

CRM software

Portfolio management tools

MS Office

Job description

City National Bank is seeking an Investment Consultant to expand the network of Independent Financial Advisors and high-net-worth clients. Remote-based in Texas, the role focuses on acquiring new assets and managing relationships with advisors, CPA firms, and estate planning professionals.

The position requires extensive sales experience, strong presentation skills, and FINRA licensing. Travel 40-50% is expected, with a base salary in the stated range and potential bonuses.