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Remote Investment Consultant for UHNW Relationships
Remote / Online - Candidates ideally in
Lakewood, Jefferson County, Colorado, USA
Listed on 2026-08-22
Lakewood, Jefferson County, Colorado, USA
Listing for:
City National Bank
Remote/Work from Home
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Sales
Job Description & How to Apply Below
City National Bank is seeking an Investment Consultant for a remote-based role in Colorado. The candidate will expand and deepen the referral network among Independent Financial Advisors, CPAs, and attorneys, driving growth in assets under management through a consultative sales approach.
The role requires 5+ years in financial services, experience with high net worth clients, and strong presentation skills. Travel 40-50% and FINRA 65/66 eligibility are expected.
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