[Remote] Investment Consultant (External Wholesaler)

Note: The job is a remote job and is open to candidates in USA. City National Bank is a financial institution that partners with high-net-worth clients to provide personalized investment portfolios. The Investment Consultant role focuses on expanding relationships with Independent Financial Advisors and ensuring smooth transitions from sales to portfolio management while generating new assets for the firm.ResponsibilitiesDevelop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RochdaleEnsure that Independent Financial Advisors are kept abreast of firm and industry developmentsEnsure that the transition from the sales process to portfolio management is smooth and accurateFacilitate the new accounts and account transfer processHandle Independent Financial Advisor and client communicationPrepare client presentationsCommunicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specificationsFacilitate and conduct individual meetings and presentations in assigned territoryGenerate new assets to the firm using a highly professional consultative sales approachSkillsBachelor's DegreeMinimum 5 years of financial experience preferably in Investment Management2 years of experience in the High Net Worth or Ultra High Net Market markets2 + years delivering formal client presentationsAbility to travel 40-50% of the timeFINRA Series 65 (or 66), or the ability to obtainCFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)Highly competitive and goal-orientedA focus on sales and new business developmentMasters Degree preferredWorking 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 experienceExperience in the High Net Worth or Ultra High Net Market marketsWorking 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 colleaguesPrior success in the HNW or UHNW marketExcellent communication skillsSelf-motivated and self-disciplinedStrategic thinker, able to assess and recommend a course of actionHighest level of both personal and professional demeanor and ethical behaviorBenefitsComprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start dateGenerous 401(k) company matching contributionCareer Development through Tuition Reimbursement and other internal upskilling and training resourcesValued Time Away benefits including vacation, sick and volunteer timeSpecialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programsCareer Mobility support from a dedicated recruitment teamColleague Resource Groups to support networking and community engagementCompany OverviewCity National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National. It was founded in 1953, and is headquartered in Los Angeles, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.cnb.com.Company H1B SponsorshipCity National Bank has a track record of offering H1B sponsorships, with 24 in 2026, 76 in 2025, 78 in 2024, 145 in 2023, 93 in 2022, 107 in 2021, 62 in 2020. Please note that this does not guarantee sponsorship for this specific role.