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HNW Investment Consultant & Partner Development

City National Bank

A prominent financial institution seeks an Investment Consultant in Boston to enhance relationships with Independent Financial Advisors and high net worth investors. The role focuses on developing programs to increase client referrals and managing communication effectively to ensure high-level investment management services. Candidates must have a Bachelor's degree, relevant financial experience, and necessary FINRA licenses. Competitive salary offered along with comprehensive benefits and perks. #J-18808-Ljbffr City National Bank

Vacancy posted 4 days ago
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