VP Private Client Group - Nationwide

This is a remote position. Regional Vice President of Sales Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial profession...

Lugar: Beverly Hills, CA | 28/03/2026 18:03:25 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.

Portfolio Counselor

Portfolio Counselor Overview Our client is seeking a passionate financial professional with a background in Investments to join their team in their Portland, OR;Dallas, TX;or Tampa, FL office. We are searching for a self-starter with ...

Lugar: Portland, OR | 28/03/2026 18:03:10 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.

VP Private Client Group - Cleveland

Regional Vice President of Sales Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a R...

Lugar: Cleveland, OH | 28/03/2026 18:03:28 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.

VP Private Client Group - Michigan

Regional Vice President of Sales Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a R...

Lugar: Detroit, MI | 28/03/2026 18:03:13 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.

Business Development Representative

JOB SUMMARY: As a Business Development Representative, you will play a key role in driving business growth by identifying, engaging, and qualifying prospective clients. Your primary focus will be on outbound prospecting efforts to generat...

Lugar: Vancouver, WA | 28/03/2026 18:03:33 PM | Salario: S/. $55000 per year | Empresa: CNI Consulting Inc.

VP Client Development - Dallas TX

Client Development Financial Services Vice President Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to jo...

Lugar: Dallas, TX | 28/03/2026 18:03:03 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.

VP Private Client Group - Washington, DC

Regional Vice President of Sales Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a R...

Lugar: Washington DC | 28/03/2026 18:03:24 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.

VP Private Client Group - Buffalo

Regional Vice President of Sales Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to join their firm as a R...

Lugar: Buffalo, NY | 28/03/2026 18:03:13 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.

VP Client Development - Tampa FL

Client Development Financial Services Vice President Our client, a highly respected fee-only portfolio management and fiduciary firm with over $200 billion in assets under management, is looking for qualified financial professionals to jo...

Lugar: Tampa, FL | 28/03/2026 18:03:31 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.

Portfolio Counselor

Portfolio Counselor Overview Our client is seeking a passionate financial professional with a background in Investments to join their team in their Portland, OR;Dallas, TX;or Tampa, FL office. We are searching for a self-starter with ...

Lugar: Tampa, FL | 28/03/2026 18:03:47 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.