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Investment Consultant

CNB Financial CORP - Colorado, United States

Posted Apr 13, 2026

Benefits

Parental leave
Not verified
Non-birth-parent leave
Not verified
Family-building benefits
  • Fertility benefits: Offered From the posting source checked Jun 20, 2026
  • Adoption assistance: Not verified
  • Surrogacy assistance: Not verified
Mental health support
Not verified
Relocation assistance
Not verified
Childcare support
Not verified
Learning budget
Offered From the posting source checked Jun 20, 2026
Verification
Not verified
Salary
$101K-$172K From the posting source checked Jun 20, 2026
401(k) match
Reported not verified - source not recorded; source URL not recorded; timestamp not recorded

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Market context

U.S. role benchmark (BLS OEWS)
$57,704 U.S. median for this role
Projected growth (BLS Employment Projections)
+0.9% - Slower

137% above the BLS role benchmark for sales aggregate.

Matched to SOC 41-2031 - Sales aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function
Sales From the posting source checked Jun 20, 2026
Seniority
Mid From the posting source checked Jun 20, 2026
Work mode
Remote From the posting source checked Jun 20, 2026
In-office days
0 days From the posting source checked Jun 20, 2026

Schedule

Shift type
Not verified
Weekend work
Not verified

Application

Cover letter
Not verified
Assessment
Not verified
Deadline
Not stated

Where they hire

State eligibility is not yet verified.

About this role

Investment Consultant Colorado, United States ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. INVESTMENT CONSULTANT - 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 to communicate and meet high net worth investors who have expressed an interest in Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to Rochdale Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. Ensure that the transition from the sales process to portfolio management is smooth and accurate. Facilitate the new accounts and account transfer process. Handle Independent Financial Advisor and client communication. Prepare client presentations. Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. Facilitate and conduct individual meetings and presentations in assigned territory. Generate new assets

Read the full description at careers-cnb.icims.com. FewerJobs shows a preview and links to the original posting.

Apply at careers-cnb.icims.com

Apply link verified; last checked Aug 3, 2026.

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