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 | 27/06/2026 17:06:48 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 17:06:04 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 17:06:53 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 | 27/06/2026 17:06:55 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 17:06:41 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 | 27/06/2026 17:06:08 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 | 27/06/2026 17:06:55 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 | 27/06/2026 17:06:51 PM | Salario: S/. $40000 per year | 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 17:06:58 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 | 27/06/2026 17:06:16 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.