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 | 27/02/2026 18:02:47 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 | 27/02/2026 18:02:35 PM | Salario: S/. No Especificado | 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 | 27/02/2026 18:02:44 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 | 27/02/2026 18:02:35 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 | 27/02/2026 18:02:40 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 | 27/02/2026 18:02:54 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 | 27/02/2026 18:02:07 PM | Salario: S/. $55000 per year | 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 | 27/02/2026 18:02:29 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.

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 | 27/02/2026 18:02:23 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 | 27/02/2026 18:02:48 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.