Investment Consultant (External Wholesaler)

Location: Fully remote, based in Colorado, United States; requires 40–50% travel within the assigned territory.

Starting base salary: $101,231–$172,355 per year, plus eligibility for bonus and/or commissions.

Company

RBC Rochdale provides investment research, portfolio management, macroeconomic outlook, and strategic asset allocation for financial advisors and high-net-worth clients, and is a subsidiary of hirify.global.

What you will do

• Expand and deepen relationships with independent financial advisors, accounting firms, attorneys, and estate-planning firms.
• Develop programs that increase the quality and quantity of referral partners.
• Generate new assets under management through a consultative sales approach.
• Coordinate new-account openings, account transfers, and the transition from sales to portfolio management.
• Prepare and deliver client presentations and conduct individual meetings across the assigned territory.
• Maintain communication with advisors, clients, and centers of influence to ensure services meet their needs.

Requirements

• Bachelor’s degree.
• At least 5 years of financial experience, preferably in investment management.
• At least 2 years of experience serving high-net-worth or ultra-high-net-worth markets.
• At least 2 years of experience delivering formal client presentations.
• FINRA Series 65, or the ability to obtain it.
• Ability to work remotely from Colorado and travel 40–50% of the time.

Nice to have

• CFA designation or progress toward becoming a CFA charterholder.
• Master’s degree.
• Knowledge of portfolio management, investment techniques, asset allocation, capital markets, financial instruments, and financial planning.
• Prior success in the high-net-worth or ultra-high-net-worth market.

Culture & Benefits

• Medical, dental, and vision coverage available from the first month after starting.
• 401(k) company matching contribution.
• Tuition reimbursement and internal training resources.
• Vacation, sick, and volunteer time.
• Family-planning and specialized health-support programs.
• Career mobility support and colleague resource groups.