Remote Investment Consultant - HNWI Partnerships & Growth

City National Bank; Santa Fe (NM); À distance; USD 101 000 - 172 000; Plein temps

Avantages offerts par ce poste

Healthcare coverage

401(k) matching

Tuition reimbursement

Paid time off

Career development resources

Résumé du poste

City National Bank's RBC Rochdale is seeking an Investment Consultant, remotely based in Texas, to grow the referral network from Independent Financial Advisors, CPAs, and attorneys and to engage high‑net‑worth investors in Rochdale investment services.

The role emphasizes building partnerships, presenting to influencers, and driving new assets under management through a professional consultative sales approach across a defined territory with substantial travel.

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
• CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
• Masters Degree preferred
• Working knowledge of portfolio management and investment strategies

Responsabilités

• Develop and implement programs designed to increase the quality and quantity of referrals from Independent Financial Advisors, accounting and law firms
• Ensure that Independent Financial Advisors are kept abreast of firm and industry developments
• Ensure that the transition from the sales process to portfolio management is smooth and accurate
• Facilitate the new accounts and account transfer process
• Handle Independent Financial Advisor and client communication
• Prepare client presentations
• Communicate regularly with centers of influence to ensure products meet needs and specs
• Facilitate and conduct meetings and presentations in assigned territory
• Generate new assets to the firm using a professional consultative sales approach

Connaissances

Bachelor's Degree

5+ years financial experience

2+ years HNW / UHNW

2+ years presenting to clients

Travel 40-50%

FINRA Series 65/66

Strategic and consultative selling

Strong communication skills

Formation

Bachelor's Degree

Masters Degree preferred

CFA - in process

Description du poste

City National Bank's RBC Rochdale is seeking an Investment Consultant, remotely based in Texas, to grow the referral network from Independent Financial Advisors, CPAs, and attorneys and to engage high‑net‑worth investors in Rochdale investment services.

The role emphasizes building partnerships, presenting to influencers, and driving new assets under management through a professional consultative sales approach across a defined territory with substantial travel.