City National Bank is seeking an Investment Consultant for a remote role based in Texas. The position focuses on expanding the network of Independent Financial Advisors, CPAs, and attorneys to drive new assets under management for Rochdale investment services.
You will develop partnering relationships, deliver client presentations, and guide transitions from sales to portfolio management, while meeting growth targets in a high-net-worth market.
#J-18808-LjbffrRemote Investment Consultant for HNW Portfolios in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.