Remote Investment Consultant HNW Advisor Partnerships
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Sales
Financial Sales -
Finance & Banking
Financial Sales
Job Description & How to Apply Below
City National Bank is seeking an Investment Consultant for a remote role based in TX to expand our referral network with Independent Financial Advisors, CPA firms, and law firms. You will drive new assets under management through a consultative sales approach and maintain strong client communications.
The ideal candidate brings 5+ years in investment management, HNW/UHNW experience, and proven presentation skills, with the capacity to travel up to half the time and obtain required FINRA licenses.
We have an opening for a Remote Investment Consultant for HNW Advisor Partnerships in Jackson, MS, United States within Sales, Consulting.
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.
This is a Full Time role.
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