Remote Investment Consultant for HNW Advisor Partnerships
city national bankPascagoula, MS
Remote Investment Consultant for HNW Advisor Partnerships
city national bankPascagoula, MS
2 days ago
Occupations
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationAbout 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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