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Private Wealth Investment Counselor

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: CNI Consulting Inc.
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 75000 - 125000 USD Yearly USD 75000.00 125000.00 YEAR
Job Description & How to Apply Below

Zohorecruit is recruiting for an Investment Counselor to join a fiduciary fee-only portfolio management firm in the United States. You will manage relationships with high-net-worth clients, educate them on top-down portfolio strategy, and work with an experienced team to grow a client roster.

The role emphasizes proactive client engagement, financial markets education, and long-term planning in a fast-paced environment with strong bonuses and benefits.

We are looking to fill the Private Wealth Investment Counselor position at CNI Consulting Inc. in Portland, OR, United States.

Our organisation is growing, and we are hiring a Private Wealth Investment Counselor in Portland, OR, United States.

This position is for the Private Wealth Investment Counselor role at CNI Consulting Inc.

We are seeking a motivated Private Wealth Investment Counselor to join CNI Consulting Inc. in Portland, OR, United States.

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