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Financial Consultant Financial Advisor

HNW Investment Consultant & Partner Development

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: City National Bank
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution in Madison is seeking an Investment Consultant to expand its network of Independent Financial Advisors and manage high net worth investor relationships. Key responsibilities include developing programs for referrals, facilitating account transitions, and generating new assets through consultative sales approaches. Required qualifications include a Bachelor's degree, a minimum of 5 years in financial services, experience with high net worth clients, and relevant FINRA licenses.

A competitive salary and comprehensive benefits package are offered.
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