Less experienced Financial Advisors (FA) will work in tandem with an assigned Senior Financial Advisor (SFA) to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's day-to-day activities will be performed independently, the SFA provides mentoring to further develop the FA's sales and relationship management skills. The FA progression can include complete responsibility for all duties associated with non-primary branch locations within the team's
Required Qualifications*- Minimum 2 years of investment related experience
- Minimum 3 years experience in investment sales
- FINRA Series 7 and 63 and 65 or 66
Additional Qualifications
- The FA shows demonstrated success in a client relationship role for a minimum of one year, with some sales success desired.
- Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.
- Solid product knowledge and relationship management skills.
- Contributes positive suggestions and demonstrates productive collaboration with line of business partners.
- May possesses a BA or equivalent 8 years of experience in financial services or an MBA and 3-5 years of experience.
- May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation.
- FINRA Series 7 and 63 securities licenses and state insurance license required.
- CFP designation highly preferred.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $95,000 per year. This role is eligible for bonuses and/or commissions.
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 including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
ABOUT US
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
About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
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.
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.
*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.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.