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Financial Consultant

HNW Investment Consultant & Partner Development

Job in Salem, Marion County, Oregon, 97308, USA
Listing for: City National Bank
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Job Description & How to Apply Below
A leading financial institution is seeking an Investment Consultant in Salem, Oregon. This role focuses on continuing education and relationship-building with Independent Financial Advisors and affluent clients. Responsibilities include developing referral programs, ensuring seamless account transitions, and presenting investment management solutions. Candidates should have a Bachelor’s Degree, extensive financial experience, and relevant licenses. Competitive compensation is offered alongside generous benefits, including healthcare coverage and retirement plans.
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