Remote Investment Consultant for HNW Partnerships
City National Bank
City National Bank seeks an Investment Consultant based remotely in Texas to expand and deepen the network of Independent Financial Advisors, CPA's and attorneys. You will communicate with high net worth investors and drive asset growth through consultative sales and portfolio management transitions. The role requires a Bachelor's Degree, 5+ years in financial services, and travel 40-50%. CFA or FINRA licenses are valued and ongoing professional development is supported. #J-18808-Ljbffr
Vacancy posted 18 hours ago
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