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HNW Investment Consultant & Partner Development
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-17
Listing for:
City National Bank
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A major financial institution located in New York seeks an experienced Investment Consultant to expand the network of Independent Financial Advisors and to develop relationships with high net worth investors. The successful candidate will be responsible for generating assets under management and ensuring smooth transitions in the sales process to portfolio management. A Bachelor's degree, 5 years in investment management, and specific licenses are required.
Great benefits and competitive salary offered.
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