CNI Consulting Inc. Jobs in United States

Portfolio Counselor

1 week ago

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 proven success in a financial sales role ...

Portfolio Counselor

1 week ago

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 proven success in a financial sales role ...

Portfolio Counselor

1 week ago

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 proven success in a financial sales role ...

VP Client Development

1 week ago

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 join their firm in their Dallas, TX office ...

UK Relationship Manager

1 week ago

· *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 made for their particular portfoli ...

VP Private Client Group

1 week ago

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 Regional Vice President of Sales. As a Re ...

UK Relationship Manager

1 week ago

· *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 made for their particular portfoli ...

Investment Counselor

1 week ago

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 Camas, WA/Dallas, TX/Tampa, FL office as an Inves ...

VP Private Client Group

1 week ago

This is a remote position. · 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 Regional Vic ...

Vice President Inside Sales

1 week ago

· Use your finance sales experience to take your career to the next level at a stable and rapidly growing financial firm. Our client is seeking high-quality talent with a passion for financial sales. They're interested in how your insight and perspective can help them in their q ...

VP Private Client Group

1 week ago

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 Regional Vice President of Sales. As a Re ...

VP Private Client Group

1 week ago

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 Regional Vice President of Sales. As a Re ...

VP Private Client Group

2 days ago

VP Private Client Group - Washington, DC · Washington, United States | Posted on 06 / 02 / 2025 · Our client, a highly respected fee-only portfolio managementand fiduciary firm with over $200 billion in assets under management, islooking for qualified financial professionals to j ...

VP Private Client Group

1 week ago

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 Regional Vice President of Sales. As a Re ...

VP Client Development

1 week ago

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 join their firm in their Dallas, TX office ...

Investment Counselor

1 week ago

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 Camas, WA/Dallas, TX/Tampa, FL office as an Inves ...

VP Private Client Group

1 week ago

This is a remote position. · 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 Regional Vic ...

VP Private Client Group

1 day ago

VP Private Client Group · Career Opportunity in Washington, DC · We are seeking a highly skilled and motivated Regional Vice President of Sales to join our team. As a key member of our sales team, you will be responsible for managing your business remotely and covering a local te ...

Canadian Investment Counselor

1 week ago

· Do you have a background in Finance and Investments as either an advisor or broker, and... Are you a high achiever? Do you have passion? Drive? Do you want to be innovative? Do you love to build relationships and educate? Are you interested in other cultures? Do you challenge ...

Business Development Representative

1 week ago

· JOB SUMMARY: · As a Business Development Representative, you will play a key role in driving business growth by identifying, engaging, and qualifying prospective clients. Your primary focus will be on outbound prospecting efforts to generate new sales opportunities. · Salary ...