City National Bank is seeking an Investment Consultant remotely based in TX to expand and deepen the network of Independent Financial Advisors, CPAs and attorneys, driving new assets under management. You will communicate with centers of influence and coordinate transitions from sales to portfolio management with a high level of professionalism.
The role requires 5+ years in investment management, strong presentation skills, and the ability to travel up to half the time.
#J-18808-LjbffrRemote HNW Investment Relationship Advisor in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.