Private Wealth Advisor High-Net-Worth Clients
Listed on 2026-11-01
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Zohorecruit is assisting a Dallas, TX-based, fee-only fiduciary portfolio management firm in finding an Investment Counselor. You will manage relationships with high-net-worth clients, discuss top-down portfolio strategy, and coordinate with internal teams to deliver exceptional service.
The role emphasizes ongoing market education, proactive client engagement, and a transparent compensation package with potential discretionary bonuses.
This is a genuine position to take on the Private Wealth Advisor for High-Net-Worth Clients role at CNI Consulting Inc.
We are currently recruiting a Private Wealth Advisor for High-Net-Worth Clients for our team in TX, United States.
This is an excellent opportunity to take on the Private Wealth Advisor for High-Net-Worth Clients role at CNI Consulting Inc.
As a Private Wealth Advisor for High-Net-Worth Clients, you will play an important part at CNI Consulting Inc. in TX, United States.
(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).