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Investment Consultant
Career Insights for Financial Planner / Investment Consultant
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$121,105 / year median in the U.S.
+8% projected growth
Job Description
at City National Bank in Boise, Idaho, United States Job Description
ABOUT US RBC
Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC -registered investment adviser and wholly-owned subsidiary of City National Bank.
INVESTMENT CONSULTANT
- Remote based in/around Baltimore, DC or northern Virginia
WHAT IS THE OPPORTUNITY
? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management.
WHAT WILL YOU DO?
Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR . Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. Ensure that the transition from the sales process to portfolio management is smooth and accurate. Facilitate the new accounts and account transfer process. Handle Independent Financial Advisor and client communication. Prepare client presentations. Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. Facilitate and conduct individual meetings and presentations in assigned territory. Generate new assets to the firm using a highly professional consultative sales approach.
WHAT DO YOU NEED TO SUCCEED
? Required Qualifications
• Bachelor's Degree Minimum 5 years of financial experience preferably in Investment Management 2 years of experience in the High Net Worth or Ultra High Net Market markets 2 + years delivering formal client presentations Ability to travel 40-50% of the time FINRA Series 65 (or 66), or the ability to obtain Additional Qualifications CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) Highly competitive and goal-oriented A focus on sales a To view full details and how to apply, please login or create a Job Seeker account