Investment Consultant

City National Bank • Wilmington, DE • 2h ago

ABOUT US

RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.

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.

LI-DN1

CA-DN1

Similar Jobs

Investment Consultant

City National Bank • Newark, DE • 2h ago

Finance, Accounting & Banking

ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeco...

2h ago

Go to Apply

Area Mortgage Banking Manager

First National Bank • Berwyn, PA • 7h ago

Finance, Accounting & Banking

Primary Office Location: 1205 Westlake Dr Suite 260. Berwyn, Pennsylvania. 19312. Join our team. Make a difference - for us and for your future. Position Title: Area Mortgage Banking ManagerBusiness Unit: Mortgage Admini...

7h ago

Go to Apply

ESSA Bank, Universal Associate, Full Time

Essa Bank • Devon, PA • 7h ago

Finance, Accounting & Banking

Apply Description Universal Associates are hardworking, self-motivated individuals with positive attitudes who provide a specialized banking experience and are empowered to recommend solutions for individual client's nee...

7h ago

Go to Apply

Loan Participations Specialist - REQ-2026-932

Customers Bank • Malvern, PA • 7h ago

Finance, Accounting & Banking

Malvern, PA | New York, NY Full time REQ-2026-932 At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values g...

7h ago

Go to Apply

Finance FP&A - Intern

Chemours • Wilmington, DE • 8h ago

Finance, Accounting & Banking

As we create a colorful, capable and cleaner world through chemistry, we invite you to join our team to harness the power of chemistry to shape markets, redefine industries and improve lives for billions of people around...

8h ago

Go to Apply

Banking Associate (20) Thorndale

TD Bank • Downingtown, PA • 1d ago

Finance, Accounting & Banking

Work Location: Downingtown, Pennsylvania, United States of America Hours: 20 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportuni...

1d ago

Go to Apply

Finance Manager

Aston Carter • Wayne, PA • 1d ago

Finance, Accounting & Banking

Job Title: Finance Manager Job Description The Finance Manager leads several key financial areas within a joint venture, with primary responsibility for pricing controls for new business, review and approval of commissio...

1d ago

Go to Apply

Banking Associate (30) Lionville

TD Bank • Exton, PA • 2d ago

Finance, Accounting & Banking

Work Location: Exton, Pennsylvania, United States of America Hours: 30 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities a...

2d ago

Go to Apply

Banking Associate (30) Aston

TD Bank • Aston, PA • 2d ago

Finance, Accounting & Banking

Work Location: Aston, Pennsylvania, United States of America Hours: 30 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities a...

2d ago

Go to Apply

Job Information Finance/Pricing Manager - Market A/B

Robert Half • Wayne, PA • 2d ago

Finance, Accounting & Banking

Description We are looking for a finance leader to oversee pricing strategy, funding coordination, and core financial operations for a joint venture within the manufacturing sector. This role partners closely with intern...

2d ago

Go to Apply

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