City National Corporation Lake Mary , FL 32795
Posted 2 weeks ago
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?
Work closely with Senior Investment Consultants (SIC) and Financial Advisors (FA) as we serve their UHNW clients by providing Comprehensive Wealth Assessments (CWA) Travel to public speaking engagements with audience that includes Financial Advisors, their clients and/or prospects, and COIs including attorneys and CPAs Create Comprehensive Wealth Assessments by building financial plans and models, and review of wills, trusts and other planning related documents to enhance the value proposition of Financial Advisors as we serve their UHNW clients and prospects 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 Submit for peer review all client-facing custom designed output for compliance approval Travel to client meetings and speaking engagements as needed Support the Wealth Strategy team by developing sophisticated reports/dashboards and making other changes to support all business reporting and other operational needs using Salesforce Peer review client-facing custom designed output from other Sr. Wealth Strategist.
Partner with Strategy team to create understandable, customized and high quality models to help clients make informed decisions Participate and/or lead client meetings and work within a team environment to deliver integrated planning services to clients. Keep abreast of legislative and tax changes. Cultivate and maintain relationships with COI's in partnership with colleagues.
Participate in client seminars and events Collaborate with marketing and training to prepare written and oral presentations to support educational programs for colleagues, clients and prospective clients. Write articles on timely topics of wealth planning that can be distributed to clients or marketing materials to CNR's clients, prospects, and COIs. WHAT DO YOU NEED TO SUCCEED Must-Have
*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. #CA-DN1
City National Corporation