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HNW Investment Consultant: via Advisor Partnerships
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-07-13
Listing for:
City National Bank
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
City National Bank is looking for an Investment Consultant to expand and deepen relationships with Independent Financial Advisors and high net worth clients. The role involves developing referral networks, managing client communications, and preparing presentations.
Ideal candidates will have at least 5 years of financial experience, with a focus on investment management. Strong communication skills and the ability to travel frequently are essential for success in this role. Competitive compensation and extensive benefits are offered.
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