Investment Counselor - Dallas

Investment Counselor 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 in their Dallas, T...

Lugar: Dallas, TX | 28/03/2026 18:03:54 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: Dallas, TX | 28/03/2026 18:03:23 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.

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 | 28/03/2026 18:03:31 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 18:03:07 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.

UK Relationship Manager - TX

*The Opportunity:* Be the voice of our client from our client's office in Dallas, Texas to our high-net-worth clients in Europe. You will spend your time educating each client on investment philosophy, explaining why certain decisions were...

Lugar: Dallas, TX | 28/03/2026 18:03:33 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 18:03:10 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.

Canadian Investment Counselor - TX

Do you have a background in Finance and Investments as either an advisor or broker, and... Are you a high achiever? Do you have passion? Drive? Do you want to be innovative? Do you love to build relationships and educate? Are you interested...

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

VP Private Client Group - New Orleans

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: New Orleans, LA | 28/03/2026 18:03:50 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 18:03:48 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.

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 18:03:16 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.