INVESTMENT CONSULTANTWHAT 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 PerksAt 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 Benefits and Perks.
*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.
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