Remote Investment Consultant HNW Partners
Remote / Online - Candidates ideally in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-07-11
Denver, Denver County, Colorado, 80285, USA
Listing for:
City National Bank
Remote/Work from Home
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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.
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