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Remote Investment Consultant for HNW Partners

City National Bank

Denver, CO
  • Remote job

City National Bank is seeking an Investment Consultant, remotely based in Colorado, to expand a network of Independent Financial Advisors, CPAs, and attorneys. The role focuses on acquiring new assets under management through a consultative sales approach and coordinating transitions to portfolio management. Required qualifications include a Bachelor's degree, 5+ years in investment management, and the ability to travel 40-50% of the time; FINRA Series 65/66 or ability to obtain is expected. #J-18808-Ljbffr City National Bank

Vacancy posted 2 days ago
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