Senior Investment Advisor – HNW Partnerships (Remote)

City National Bank; Austin (TX); Remote; USD 101,000 - 172,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) plan

Tuition reimbursement

Paid time off

Professional development

Career mobility

Employee resource groups

Job summary

City National Bank seeks an Investment Consultant, remote-based in Texas, to expand its network of Independent Financial Advisors and high‑net‑worth clients. You will cultivate partnering relationships with advisory firms, CPA and estate planning firms, and drive new assets under management.

The role emphasizes professional presentations, diligent client communications, and a consultative sales approach to meet growth targets in a remote Texas market.

Qualifications

• Bachelor's Degree required.
• Minimum 5 years financial experience, preferably in Investment Management.
• 2 years in High Net Worth or Ultra High Net Worth markets.
• 2+ years delivering formal client presentations.
• Ability to travel 40-50% of the time.
• FINRA Series 65 (or 66), or ability to obtain.

Responsibilities

• Develop and implement programs to increase referrals from Independent Financial Advisors, CPA's and law firms.
• Keep centers of influence informed about firm and industry developments.
• Ensure smooth transition from sales to portfolio management and handle new accounts and transfers.
• Prepare client presentations and communicate with advisors and clients regularly.
• Generate new assets through a consultative sales approach.

Skills

Relationship building

Communication

Sales & business development

Strategic thinking

Education

Bachelor's Degree

Masters Degree preferred

Job description

City National Bank seeks an Investment Consultant, remote-based in Texas, to expand its network of Independent Financial Advisors and high‑net‑worth clients. You will cultivate partnering relationships with advisory firms, CPA and estate planning firms, and drive new assets under management.

The role emphasizes professional presentations, diligent client communications, and a consultative sales approach to meet growth targets in a remote Texas market.