NEW YORK, NYPosted 18 days ago

Job summary

• Job post source

  This job is directly from City National Bank

• Job overview

  The Senior Financial Advisor at City National Bank leads wealth management efforts by developing new business and managing relationships with affluent clients, impacting the bank's revenue and client satisfaction.

• Responsibilities and impact

  The role involves business development, client relationship management, portfolio review and management, risk and compliance adherence, and mentoring less experienced advisors to meet revenue goals and provide comprehensive wealth management services.

• Compensation and benefits

  This is a commission-based role without a set salary range, offering comprehensive healthcare, 401(k) matching, career development resources, time off, specialized health benefits, and colleague support groups.

• Experience and skills

  Requires minimum 5 years investment experience, 3 years in sales, FINRA Series 7, 63, and 65 or 66 licenses; preferred qualifications include CFP designation, strong financial planning knowledge, and advanced degrees or certifications.

• Career development

  Offers career development through tuition reimbursement, internal training, and career mobility support from a dedicated recruitment team.

• Work environment and culture

  City National Bank values integrity, community, inclusion, and diversity, fostering an inclusive environment and equal opportunity employment.

• Company information

  City National Bank, founded in 1954, is a subsidiary of Royal Bank of Canada, known for its entrepreneurial legacy and client-focused culture.

• Application process

  Applications are accepted on an ongoing basis at careers.cnb.com until the position is filled.

• Unique job features

  The role uniquely combines direct client interaction, mentoring responsibilities, and comprehensive wealth management services within a reputable bank.

Company overview

City National Bank, headquartered in Los Angeles, is a premier financial institution known for providing a wide range of banking, investment, and trust services. Established in 1954, it has grown significantly, particularly after its acquisition by the Royal Bank of Canada in 2015. The bank primarily serves affluent individuals, entrepreneurs, and businesses, generating revenue through personal and commercial banking, wealth management, and real estate lending. Its strong reputation for personalized service and financial expertise makes it a distinguished player in the banking industry.

How to land this job

• Position your resume to highlight your extensive experience in investment sales, financial planning, and wealth management, emphasizing your ability to develop and maintain relationships with affluent clients as outlined in the Senior Financial Advisor role at City National Bank.

• Focus on showcasing your skills in asset management, portfolio review, client communication, and compliance with regulatory requirements, as these are key responsibilities mentioned in the job description.

• Apply through multiple channels such as City National Bank’s corporate careers site (careers.cnb.com) and LinkedIn to maximize your application visibility and reach.

• Connect with current Financial Advisors or Wealth Management team members at City National Bank on LinkedIn to ask about the team culture and expectations; use ice breakers like commenting on a recent CNB community involvement event or asking about their experience collaborating with Personal & Business Banking colleagues.

• Optimize your resume for ATS by incorporating keywords from the job description such as 'investment sales', 'financial planning', 'portfolio management', 'client relationship management', 'FINRA Series 7 and 63', and 'compliance'. This will help ensure your resume passes automated screenings.

• Leverage Jennie Johnson's Power Apply feature to automate your applications across multiple platforms, tailor your resume for ATS, and identify LinkedIn contacts for networking, allowing you to focus your time on preparing for interviews and strategic networking.