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Financial Consultant Financial Advisor

Remote HNW Investment Advisor

Remote / Online - Candidates ideally in
Madison, Dane County, Wisconsin, 53774, USA
Listing for: City National Bank
Remote/Work from Home position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm is seeking an Investment Consultant to deepen relationships with Independent Financial Advisors and high net worth clients. Responsibilities include developing referral programs, ensuring smooth transitions from sales to portfolio management, and maintaining communication with financial centers. Key qualifications include a Bachelor's degree, financial experience, and relevant licenses. This position offers a competitive salary, benefits, and the opportunity to work remotely.
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