City National Bank
Wealth Strategist (Financial Planner)
City National Bank, Houston, Texas, United States, 77246
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Wealth Strategist
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City National Bank 6 days ago Be among the first 25 applicants WHAT IS THE OPPORTUNITY? This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra-high net-worth (UHNW) clients. Helps to attract new prospective clients to CNR by partnering with field business development officers. Supports Sr Wealth Strategist and Wealth Strategist team in developing client-facing materials in Estates and Trusts, Income Taxation, Philanthropy, Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning. WHAT WILL YOU DO? Develop integrated estate and financial plans for U/HNW clients with Sr. Wealth Strategist, analyzing client situations, family dynamics, and tax risks. Partner with the Strategy team to explain sophisticated wealth planning strategies clearly. Review client-facing outputs for quality and consistency. Create reports and dashboards using Salesforce to support business needs. Participate in client meetings and community events, and support educational initiatives. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree Minimum 8 years of financial planning or related experience Experience in Banking, Brokerage, or Insurance CFP credential or ability to obtain within 24 months CEPA credential or ability to obtain within 18 months Additional Qualifications Advanced Degree (JD, CPA, or Master's) Ability to travel up to 20% Expertise in portfolio design, transfer tax, life insurance, income tax, retirement funding, and legacy trusts Experience with financial modeling systems and Salesforce Ability to explain complex strategies simply Strong presentation and communication skills WHAT'S IN IT FOR YOU? Compensation : Starting at $122,535 - $208,715 annually, plus bonuses/commissions. Benefits and Perks : Healthcare, 401(k), tuition reimbursement, paid time off, health programs, career support, and more. About Us : City National Bank, founded in 1954, is committed to integrity, community, and client relationships. It is a subsidiary of RBC and values diversity and inclusion. Equal Opportunity Statement : We are an equal opportunity employer, valuing diversity and inclusion. Application ongoing until filled. For more info, visit careers.cnb.com.
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Wealth Strategist
role at
City National Bank 6 days ago Be among the first 25 applicants WHAT IS THE OPPORTUNITY? This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra-high net-worth (UHNW) clients. Helps to attract new prospective clients to CNR by partnering with field business development officers. Supports Sr Wealth Strategist and Wealth Strategist team in developing client-facing materials in Estates and Trusts, Income Taxation, Philanthropy, Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning. WHAT WILL YOU DO? Develop integrated estate and financial plans for U/HNW clients with Sr. Wealth Strategist, analyzing client situations, family dynamics, and tax risks. Partner with the Strategy team to explain sophisticated wealth planning strategies clearly. Review client-facing outputs for quality and consistency. Create reports and dashboards using Salesforce to support business needs. Participate in client meetings and community events, and support educational initiatives. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree Minimum 8 years of financial planning or related experience Experience in Banking, Brokerage, or Insurance CFP credential or ability to obtain within 24 months CEPA credential or ability to obtain within 18 months Additional Qualifications Advanced Degree (JD, CPA, or Master's) Ability to travel up to 20% Expertise in portfolio design, transfer tax, life insurance, income tax, retirement funding, and legacy trusts Experience with financial modeling systems and Salesforce Ability to explain complex strategies simply Strong presentation and communication skills WHAT'S IN IT FOR YOU? Compensation : Starting at $122,535 - $208,715 annually, plus bonuses/commissions. Benefits and Perks : Healthcare, 401(k), tuition reimbursement, paid time off, health programs, career support, and more. About Us : City National Bank, founded in 1954, is committed to integrity, community, and client relationships. It is a subsidiary of RBC and values diversity and inclusion. Equal Opportunity Statement : We are an equal opportunity employer, valuing diversity and inclusion. Application ongoing until filled. For more info, visit careers.cnb.com.
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