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 | 27/06/2026 17:06:19 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 | 27/06/2026 17:06:27 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 | 27/06/2026 17:06:05 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 | 27/06/2026 17:06:08 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 | 27/06/2026 17:06:28 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 | 27/06/2026 17:06:08 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.

Analyst, Consumer Insights

JOB SUMMARY: The Analyst, Consumer Insights delivers the quantitative and technical backbone of our client’s evolving insights function. This role designs surveys, develops sampling plans, performs advanced analysis, and supports automati...

Lugar: Plano, TX | 27/06/2026 17:06:39 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.

Investment Counselor - Portland

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 Camas, WA...

Lugar: Portland, OR | 26/06/2026 17:06:23 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 | 26/06/2026 17:06:07 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: Boston, MA - Oregon | 26/06/2026 17:06:06 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.