VP Private Client Group - Rochester

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: Rochester, NY | 03/11/2026 18:11:41 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 | 03/11/2026 18:11:08 PM | Salario: S/. $55000 per year | 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 | 03/11/2026 18:11:35 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 | 03/11/2026 18:11:10 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.

VP Private Client Group - Baltimore

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: Baltimore, MD | 03/11/2026 18:11:54 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 | 03/11/2026 18:11:36 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.

VP Client Development - Camas WA

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: Camas, WA | 03/11/2026 18:11:16 PM | Salario: S/. $40000 per year | 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 | 03/11/2026 18:11:43 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.

Vice President Inside Sales - Dallas, TX

Use your finance sales experience to take your career to the next level at a stable and rapidly growing financial firm. Our client is seeking high-quality talent with a passion for financial sales. They’re interested in how your insight and...

Lugar: Dallas, TX | 03/11/2026 18:11:26 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 | 03/11/2026 18:11:38 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.