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Investment Consultant (External Wholesaler)

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<div style="background-color: transparent; color: black; font-family: Tahoma; font-size: 10pt; text-align: Left; margin: 0px; border: 1px none Transparent;"><strong>INVESTMENT CONSULTANT  - Remote based in TX</strong></div><p style="margin: 0px;"> </p><div style="background-color: transparent; color: black; font-family: Tahoma; font-size: 10pt; font-weight: Bold; text-align: Left; margin: 0px; border: 1px none Transparent;">WHAT IS THE OPPORTUNITY?</div><div style="background-color: transparent; color: black; font-family: Tahoma; font-size: 10pt; text-align: Left; margin: 0px; border: 1px none Transparent;">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.</div><p style="margin: 0px;"> </p><div style="background-color: transparent; color: black; font-family: Tahoma; font-size: 10pt; font-weight: Bold; text-align: Left; margin: 0px; border: 1px none Transparent;">WHAT WILL YOU DO?</div><div style="background-color: transparent; color: black; font-family: Tahoma; font-size: 10pt; text-align: Left; margin: 0px; border: 1px none Transparent;"><ul><li>Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR.</li><li>Ensure that Independent Financial Advisors are kept abreast of firm and industry developments.</li><li>Ensure that the transition from the sales process to portfolio management is smooth and accurate.</li><li>Facilitate the new accounts and account transfer process.</li><li>Handle Independent Financial Advisor and client communication.</li><li>Prepare client presentations.</li><li>Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications.</li><li>Facilitate and conduct individual meetings and presentations in assigned territory.</li><li>Generate new assets to the firm using a highly professional consultative sales approach.</li></ul></div><p style="margin: 0px;"> </p><div style="background-color: transparent; color: black; font-family: Tahoma; font-size: 10pt; font-weight: Bold; text-align: Left; margin: 0px; border: 1px none Transparent;">WHAT DO YOU NEED TO SUCCEED?</div><div style="background-color: transparent; color: black; font-family: Tahoma; font-size: 10pt; text-align: Left; margin: 0px; border: 1px none Transparent;"><strong>Required Qualifications*</strong><ul><li>Bachelor's Degree</li><li>Minimum 5 years of financial experience preferably in Investment Management</li><li>2 years of experience in the High Net Worth or Ultra High Net Market markets</li><li>2 + years delivering formal client presentations</li><li>FINRA Series 7 and 63 or 66 licenses</li><li>Ability to travel 40-50% of the time</li></ul><div> </div><div><div><strong>Additional Qualifications</strong></div><ul><li>CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)</li><li>Highly competitive and goal-oriented</li><li>A focus on sales and new business development</li><li>Masters Degree preferred</li><li>Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.</li><li>Experience in the High Net Worth or Ultra High Net Market markets</li><li>Working knowledge of financial planning, investment and/or HNW economic issues (aka “continual learner”) and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.</li><li>Prior success in the HNW or UHNW market</li><li>Excellent communication skills</li><li>Self-motivated and self-disciplined</li><li>Strategic thinker, able to assess and recommend a course of action</li><li>Highest level of both personal and professional demeanor and ethical behavior</li></ul></div><br><div style="background-color: transparent; color: black; font-family: Tahoma; font-size: 10pt; font-weight: Bold; text-align: Left; margin: 0px; border: 1px none Transparent;"><strong>WHAT'S IN IT FOR YOU?</strong></div><div style="background-color: transparent; color: black; font-family: Tahoma; font-size: 10pt; text-align: Left; margin: 0px; border: 1px none Transparent;"><strong>Compensation</strong><div>Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.</div></div><br><div style="background-color: transparent; color: black; font-family: Tahoma; font-size: 10pt; font-weight: Bold; text-align: Left; margin: 0px; border: 1px none Transparent;"><strong>Benefits and Perks</strong></div><div style="background-color: transparent; color: black; font-family: Tahoma; font-size: 10pt; text-align: Left; margin: 0px; border: 1px none Transparent;">At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:<ul><li>Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date</li><li>Generous 401(k) company matching contribution</li><li>Career Development through Tuition Reimbursement and other internal upskilling and training resources</li><li>Valued Time Away benefits including vacation, sick and volunteer time</li><li>Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs</li><li>Career Mobility support from a dedicated recruitment team</li><li>Colleague Resource Groups to support networking and community engagement</li></ul><div> </div><div>Get a more detailed look at our <a href="https://careers.cnb.com/benefits" target="_blank" rel="noopener"><u>Benefits and Perks</u></a>.</div></div><br><div style="background-color: transparent; color: black; font-family: Tahoma; font-size: 10pt; font-weight: Bold; text-align: Left; margin: 0px; border: 1px none Transparent;">ABOUT US</div><div style="background-color: transparent; color: black; font-family: Tahoma; font-size: 10pt; text-align: Left; margin: 0px; border: 1px none Transparent;">Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at <a href="https://www.cnb.com/about-us.html" target="_blank" rel="noopener"><u>About Us</u></a>.</div><br><div style="background-color: transparent; color: black; font-family: Tahoma; font-size: 10pt; font-weight: Bold; text-align: Left; margin: 0px; border: 1px none Transparent;"><strong>INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT</strong></div><div style="background-color: transparent; color: black; font-family: Tahoma; font-size: 10pt; text-align: Left; margin: 0px; border: 1px none Transparent;">City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.<br><br>It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.<br><br>*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. </div><div style="background-color: transparent; color: black; font-family: Tahoma; font-size: 10pt; text-align: Left; margin: 0px; border: 1px none Transparent;"> </div><div style="background-color: transparent; color: black; font-family: Tahoma; font-size: 10pt; text-align: Left; margin: 0px; border: 1px none Transparent;">Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.</div><div style="background-color: transparent; color: black; font-family: Tahoma; font-size: 10pt; text-align: Left; margin: 0px; border: 1px none Transparent;"> </div><div style="background-color: transparent; color: black; font-family: Tahoma; font-size: 10pt; text-align: Left; margin: 0px; border: 1px none Transparent;"><p style="margin: 0in; font-family: Calibri; font-size: 11.0pt;"><span style="color: #ffffff;">#LI-DN1</span></p><p style="margin: 0in; font-family: Calibri; font-size: 11.0pt;"><span style="color: #ffffff;">#CA-DN1</span></p></div></div>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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