Investment Consultant

City National Bank • Newark, DE • 4h ago

INVESTMENT CONSULTANT

WHAT IS THE 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 management services to their clients. Performance in the role is based on the acquisition of new assets under management.

WHAT WILL YOU DO?

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.

WHAT DO YOU NEED TO SUCCEED?

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

Ability to travel 40-50% of the time

FINRA Series 7 and 63 or 66 licenses

Additional Qualifications

CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)

Highly competitive and goal-oriented

A focus on sales and new business development

Masters Degree preferred

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

WHAT'S IN IT FOR YOU?

CompensationStarting 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:

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

Get a more detailed look at our https://careers.cnb.com/benefits.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at https://www.cnb.com/about-us.html.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

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.

*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Similar Jobs

Sr. Tax Accountant

Robert Half • Middletown, DE • 6h ago

Finance, Accounting & Banking

Description We are looking for an experienced Senior Tax Accountant to join our team in Middletown, Delaware. In this long-term contract position, you will play a critical role in supporting our tax department's operatio...

6h ago

Go to Apply

Agility Lead - Finance Portfolio

JPMorgan Chase • Wilmington, DE • 6h ago

Finance, Accounting & Banking

Join our team to foster agile methodologies, encouraging a culture of innovation and high performance in a leading financial institution. As a Product Agility Lead in the CCB Finance Portfolio, you will play a significan...

6h ago

Go to Apply

Corporate Finance - Data Science Product Associate

JPMorgan Chase • Newark, DE • 6h ago

Finance, Accounting & Banking

Join a team building modern data and analytics products that power Finance at scale. You'll partner with product, data science, and engineering to deliver user-centric capabilities that improve data quality and accelerat...

6h ago

Go to Apply

Marketing Director - Commercial Banking

M&T Bank • Wilmington, DE • 7h ago

Finance, Accounting & Banking

Overview: We are looking for a strategic and results-driven marketing professional to lead efforts in Commercial Banking marketing across the enterprise. This role is central to shaping and executing marketing strategies...

7h ago

Go to Apply

Accounts Payable Lead Analyst

ManpowerGroup • Kennett Square, PA • 17h ago

Finance, Accounting & Banking

Our client, a leader in the Food Production and Manufacturing industry, is seeking a dedicated Accounts Payable Lead Analyst to join their dynamic team. As an Accounts Payable Lead Analyst, you will be an integral part o...

17h ago

Go to Apply

Senior Accountant

ManpowerGroup • Kennett Square, PA • 1d ago

Finance, Accounting & Banking

We are seeking a detail-oriented Senior Accountant to join our Sponsored Projects Finance team. This role is critical in ensuring the accurate and timely financial management of sponsored research projects, particularly...

1d ago

Go to Apply

Staff Accountant

Robert Half • Wilmington, DE • 1d ago

Finance, Accounting & Banking

Description We are seeking an onsite Staff Accountant for a 1-month contract assignment in Wilmington, DE. In this critical position, you will be entrusted with maintaining accurate financial records and overseeing the a...

1d ago

Go to Apply

Staff Accountant

Acadia Healthcare • Kennett Square, PA • 1d ago

Finance, Accounting & Banking

Description Schedule: Monday-Friday, 8:50 AM - 5:00 PMStatus: Full-time The Staff Accountant is responsible for maintaining accurate financial records, preparing timely reports, and supporting daily accounting operations...

1d ago

Go to Apply

Business Banking Credit Analyst 5

U.S. Bank • Wilmington, DE • 1d ago

Finance, Accounting & Banking

Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make bet...

1d ago

Go to Apply

Business Banking Relationship Manager II- Chester County, PA

WSFS Bank • Glen Mills, PA • 1d ago

Finance, Accounting & Banking

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.