Remote Investment Consultant HNW Partnerships
Lawrence, Essex County, Massachusetts, 01840, USA
Listed on 2026-11-05
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Finance & Banking
Financial Advisor / Consultant
City National Bank is seeking an Investment Consultant to work remotely, focused on Baltimore, DC or northern Virginia with 40–50% travel. The role centers on expanding relationships with Independent Financial Advisors and high-net-worth clients, delivering tailored investment solutions and overseeing onboarding and service delivery.
Requirements include a Bachelor's Degree, 5+ years in financial services (preferably investment management), Series 65/66 or ability to obtain, and consideration
This posting is for the Remote Investment Consultant for HNW Partnerships role at City National Bank, based in Boston, MA, United States.
The Remote Investment Consultant for HNW Partnerships role at City National Bank is now open for applications in Boston, MA, United States.
Join us at City National Bank as our next Remote Investment Consultant for HNW Partnerships in Boston, MA, United States.
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