Remote Investment Consultant High Net Worth Portfolios
Salt Lake City, Salt Lake County, Utah, 84193, USA
Listed on 2026-10-07
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Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant
City National Bank is seeking an Investment Consultant, remote-based in Colorado, to expand and deepen its network of Independent Financial Advisors, CPAs, and attorneys referring clients to Rochdale and to engage high-net-worth investors.
You will communicate with centers of influence, manage transitions to portfolio management, and present to clients and advisors while traveling as needed to new markets.
We are looking to fill the Remote Investment Consultant for High Net Worth Portfolios position at Kansas City Zone in Salt Lake City, UT, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Salt Lake City, UT, United States.
This opportunity is part of our work in Sales, Consulting.
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