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About the role

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.

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JOB OVERVIEW

Experience level

Senior

Location

Pascagoula, MS

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

2 days ago

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