Investment Jobs at City National Bank with Visa Sponsorship
Investment roles at City National Bank span portfolio management, securities analysis, wealth advisory, and capital markets functions. The bank has a consistent track record of sponsoring international talent across multiple visa categories for this function, making it a viable target for candidates who need work authorization support.
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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 CA
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 to the firm using a highly professional consultative sales approach
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
- Bachelor's Degree
- Minimum 5 years of financial experience preferably in Investment Management
- 2 years of experience in the High Net Worth or Ultra High Net Market markets
- 2+ years delivering formal client presentations
- Ability to travel 40-50% of the time
- FINRA Series 65 (or 66), or the ability to obtain
Additional Qualifications
- CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
- Highly competitive and goal-oriented
- A focus on sales and new business development
- Masters Degree preferred
- Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and/or HNW related experience
- Experience in the High Net Worth or Ultra High Net Market markets
- Working knowledge of financial planning, investment and/or HNW economic issues (aka “continual learner”) and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues
- Prior success in the HNW or UHNW market
- Excellent communication skills
- Self-motivated and self-disciplined
- Strategic thinker, able to assess and recommend a course of action
- Highest level of both personal and professional demeanor and ethical behavior
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
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 including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
About us
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
LI-DN1
CA-DN1
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 CA
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 to the firm using a highly professional consultative sales approach
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
- Bachelor's Degree
- Minimum 5 years of financial experience preferably in Investment Management
- 2 years of experience in the High Net Worth or Ultra High Net Market markets
- 2+ years delivering formal client presentations
- Ability to travel 40-50% of the time
- FINRA Series 65 (or 66), or the ability to obtain
Additional Qualifications
- CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder)
- Highly competitive and goal-oriented
- A focus on sales and new business development
- Masters Degree preferred
- Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and/or HNW related experience
- Experience in the High Net Worth or Ultra High Net Market markets
- Working knowledge of financial planning, investment and/or HNW economic issues (aka “continual learner”) and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues
- Prior success in the HNW or UHNW market
- Excellent communication skills
- Self-motivated and self-disciplined
- Strategic thinker, able to assess and recommend a course of action
- Highest level of both personal and professional demeanor and ethical behavior
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
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 including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
About us
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
LI-DN1
CA-DN1
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Get Access To All JobsTips for Finding Investment Jobs at City National Bank Jobs
Align your credentials with U.S. standards
Investment roles at City National Bank typically require CFA designation or progress toward it, alongside finance or economics degrees. If your credentials are from outside the U.S., get them evaluated by a NACES-approved service before applying.
Target roles that match your visa category
City National Bank sponsors multiple visa types for Investment functions. Cross-reference the role's requirements against what your visa category permits before applying, since some portfolio or trading roles carry licensing requirements that affect timing.
Browse open Investment roles on Migrate Mate
Use Migrate Mate to filter Investment positions at City National Bank by visa type. This saves time by surfacing roles where sponsorship is active, so you're not applying blind to positions that won't support your immigration situation.
Start OPT applications before your program ends
If you're on F-1 status, USCIS recommends filing your OPT application up to 90 days before graduation. Investment hiring cycles at banks like City National can take 60 to 90 days, so timing your OPT start to align with an offer is critical.
Prepare for the LCA step before your offer letter
Before City National Bank can file your H-1B petition, they must obtain a certified Labor Condition Application from the DOL confirming the offered wage meets prevailing wage levels for your Investment role and work location.
Negotiate offer timing around the H-1B cap deadline
H-1B registrations open in March each year with an April 1 filing window. If you receive an offer from City National Bank after April, your start date will shift to October 1 of the following fiscal year unless a cap-exempt path applies.
Investment at City National Bank jobs are hiring across the US. Find yours.
Find Investment at City National Bank JobsFrequently Asked Questions
Does City National Bank sponsor H-1B visas for Investment roles?
Yes, City National Bank sponsors H-1B visas for Investment positions. The process requires the bank to file a Labor Condition Application with the DOL and then submit Form I-129 to USCIS on your behalf. Investment roles typically qualify as specialty occupations given the degree requirements, but your specific title and job duties will determine eligibility.
How do I apply for Investment jobs at City National Bank?
Applications go through City National Bank's careers portal, where Investment roles are listed by function and location. Before applying, confirm that the role description aligns with your visa category and experience level. Migrate Mate lets you browse and filter open Investment positions at City National Bank by visa sponsorship type, which simplifies the search significantly.
Which visa types does City National Bank use for Investment professionals?
City National Bank sponsors several visa categories for Investment roles, including H-1B, F-1 OPT, F-1 CPT, TN, J-1, and Green Card pathways such as EB-2 and EB-3. TN is available to Canadian and Mexican nationals in qualifying professional categories. The right visa depends on your nationality, educational background, and where you are in your immigration journey.
What qualifications does City National Bank expect for Investment roles?
Investment roles at City National Bank generally require a bachelor's degree or higher in finance, economics, accounting, or a related field. Many positions expect CFA candidacy or completion, and prior experience in financial analysis, portfolio management, or capital markets is commonly required. Licensing such as Series 7 or Series 65 may be needed depending on the specific role.
How do I time my application if I need H-1B sponsorship for an Investment role?
H-1B cap-subject petitions are filed in April for an October 1 start date, so targeting an offer from City National Bank by late February or early March gives the bank enough lead time to file. If you're on OPT with a cap-gap, you can continue working through the gap period. Plan the timeline backward from October 1 to set realistic interview and offer milestones.
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