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Investment Counselor - Wealth, Educate Clients
Job in
Fort Worth, Tarrant County, Texas, 76102, USA
Listed on 2026-03-12
Listing for:
CNI Consulting Inc.
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm is seeking an Investment Counselor to develop relationships with high-net-worth clients and guide them on investment strategies. With a focus on client education and long-term financial goals, the role provides extensive training and support. The ideal candidate will have a CFA designation and a strong understanding of the investment industry. Exceptional benefits are offered, including premium health coverage and generous PTO.
Join a Great Place to Work Certified team and advance your career in a supportive environment.
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