City National Bank · 23 hours ago
Investment Consultant
Florida, United States
Full-time
Onsite
Senior Level
$101K/yr - $172K/yr
5+ years expCity National Bank is a subsidiary of Royal Bank of Canada, focused on providing exceptional financial services. The Investment Consultant role involves developing relationships with Independent Financial Advisors and ensuring the smooth transition of clients to investment management services, while generating new assets for the firm.
BankingFinanceFinancial Services
Responsibilities
Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR
Ensure that Independent Financial Advisors are kept abreast of firm and industry developments
Ensure that the transition from the sales process to portfolio management is smooth and accurate
Facilitate the new accounts and account transfer process
Handle Independent Financial Advisor and client communication
Prepare client presentations
Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications
Facilitate and conduct individual meetings and presentations in assigned territory
Generate new assets to the firm using a highly professional consultative sales approach
Qualification
Required
Bachelor's Degree
Minimum 5 years of financial experience preferably in Investment Management
2 years of experience in the High Net Worth or Ultra High Net Market markets
2 + years delivering formal client presentations
FINRA Series 7 and 63 or 66 licenses
Ability to travel 40-50% of the time
Preferred
CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
Masters Degree preferred
Highly competitive and goal-oriented
A focus on sales and new business development
Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience
Experience in the High Net Worth or Ultra High Net Market markets
Working knowledge of financial planning, investment and/or HNW economic issues (aka “continual learner”) and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues
Prior success in the HNW or UHNW market
Excellent communication skills
Self-motivated and self-disciplined
Strategic thinker, able to assess and recommend a course of action
Highest level of both personal and professional demeanor and ethical behavior
Benefits
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Company
City National Bank
City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.
1001-5000 employees
H1B Sponsorship
City National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Howard Hammond
CEO City National Bank
Fiyaz Khan
Senior Vice President, Structured Products
Recent News
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