Investment Consultant

Investment Consultant Opportunity

Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high-net-worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment services to their clients. Performance in the role is based on the acquisition of new assets under management.

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.

Required Qualifications :

• 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

Additional Qualifications :

Compensation : Starting base salary : $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and / or commissions.

Benefits and Perks : At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including :

Get a more detailed look at our benefits.

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.