Senior Wealth Advisor High-Net-Worth Clients
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
CNI Consulting Inc. is recruiting on behalf of a distinguished fee-only portfolio management and fiduciary firm in Dallas, TX for an Investment Counselor role. Join a team serving high-net-worth clients with a top-down portfolio approach and a strong client-service culture.
You will collaborate with decision-makers and sales to grow the client roster, review allocations, and educate clients on market events, aiming to help them reach long-term financial goals.
Step into the Senior Wealth Advisor for High-Net-Worth Clients role at CNI Consulting Inc. in TX, United States and grow with us.
This is a genuine opening to take on the Senior Wealth Advisor for High-Net-Worth Clients role at CNI Consulting Inc.
As a Senior Wealth Advisor for High-Net-Worth Clients, you will play an important part at CNI Consulting Inc. in TX, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).