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HNW Investment Consultant & Partner Development

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: City National Bank
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A prominent financial institution seeks an Investment Consultant in Boston to enhance relationships with Independent Financial Advisors and high net worth investors. The role focuses on developing programs to increase client referrals and managing communication effectively to ensure high-level investment management services. Candidates must have a Bachelor's degree, relevant financial experience, and necessary FINRA licenses. Competitive salary offered along with comprehensive benefits and perks.
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