City National Bank
Location
Lake Mary, FL | United States
Job description
Overview:
WEALTH STRATEGIST - City National Rochdale
WHAT IS THE OPPORTUNITY?
This position is responsible for further expanding City National Rochdale's relationships with its high and ultra-high net-worth (UHNW**) clients. Helps to attract new prospective clients to CNR by partnering with Senior Investment Consultants and the independent financial advisors they serve. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments, with an emphasis on business exit planning.
Wealth Management Division: City National Rochdale
As a member of City National Rochdale, the company's Wealth Management group, you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth individuals, families, and institutions. For 30 years, City National Rochdale has helped clients achieve their goals, operating as a nimble, responsive, local boutique investment firm.
WHAT WILL YOU DO?
Planning process consists of: Crystallization of Objectives, Identification of what is currently in place to meet those objectives, Determination of gaps in planning, Identification of solutions worthy of consideration, educating client toward final decisions in conjunction with client’s attorney and/or CPA who in turn implement the solutions
WHAT DO YOU NEED TO SUCCEED
Must-Have*
Skills and Knowledge
Compensation
Starting base salary: $134,799 – $229,586
per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks .
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'
ABOUT CITY NATIONAL
We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to be at the heart of our company today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
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Job tags
Salary