• Investment Consultant (External Wholesaler)

    City National Bank (Austin, TX)
    …- Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and ... highest level of investment management services to their clients. Performance in the role is based on the acquisition...the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) *… more
    City National Bank (08/24/25)
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