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 17:06:19 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 17:06:28 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 | 27/06/2026 17:06:04 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 | 27/06/2026 17:06:52 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 17:06:44 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 17:06:02 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 | 27/06/2026 17:06:41 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 | 27/06/2026 17:06:07 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 17:06:17 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 17:06:36 PM | Salario: S/. No Especificado | Empresa: CNI Consulting Inc.