CNI Consulting Inc. in United States
16 jobs at CNI Consulting Inc. in United States
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Canadian Investment Counselor
2 days ago
CNI Consulting Inc. Dallas, United StatesJob Description · 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? D ...
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UK Relationship Manager
4 days ago
CNI Consulting Inc. Dallas, United StatesJob Description · *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 par ...
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Associate Financial Advisor
2 days ago
CNI Consulting Inc. Houston, United StatesJob Description · ASSOCIATE FINANCIAL ADVISOR · Overview · Our client is currently seeking an Associate Financial Advisor to join their growing team in their Houston, TX office. · The Associate Financial Advisor, or AFA, will support the Financial Advisor to further develop a ...
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Financial Advisor
2 days ago
CNI Consulting Inc. McLean, United StatesJob Description · FINANCIAL ADVISOR · Overview · Our client is currently seeking an experienced Financial Advisor to join their growing team. · The Financial Advisor will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduc ...
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Tax Manager
2 days ago
CNI Consulting Inc. Fort Myers, United StatesJob Description · Experienced Tax Manager · Our client is looking for a passionate Tax Manager to join their team They are looking for someone who can thrive on deadlines, apply tax experience to a wide variety of transactions, and make significant contributions towards the tea ...
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Chief Financial Officer
2 days ago
CNI Consulting Inc. Naples, United StatesJob Description · Chief Financial Officer · Overview: · We are seeking a highly experienced and strategic Chief Financial Officer (CFO) to join a reputable nonprofit organization dedicated to making a positive impact in the Naples, FL community. The ideal candidate will posses ...
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New Business Advisor
2 days ago
CNI Consulting Inc. Portsmouth, United StatesJob Description · Overview · The New Business Advisor will be the initial point of contact with clients and is responsible for attracting and onboarding new client relationships. This individual will have a broad understanding of wealth management practices and investment strat ...
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vp client development
5 days ago
CNI Consulting, Inc. Tampa, FL, United StatesJob Description · 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 ...
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VP Private Client Group
3 days ago
CNI Consulting, Inc. Cleveland, United StatesJob Description · 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 ...
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Experienced Construction Tax Accountant
2 days ago
CNI Consulting Inc. Fort Myers, United StatesJob Description · Experienced Construction Tax Accountant · Our client is looking for a passionate Tax Accountant with a focus in Construction to join their team They are looking for someone who can thrive on deadlines, apply tax experience to a wide variety of transactions, an ...
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Financial Planner
2 days ago
CNI Consulting Inc. McLean, United StatesJob Description · FINANCIAL PLANNER · Overview · Our client is currently seeking an experienced Financial Planner to join their growing team in their McLean, VA office. · The Financial Planner will embrace technology, enjoy a collaborative environment, and value serving clie ...
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Investment Counselor
2 days ago
CNI Consulting Inc. Portland, United StatesJob Description · 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, F ...
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Accounting Manager
2 days ago
CNI Consulting Inc. Naples, United StatesJob Description · Accounting Manager · Our client in the construction industry is looking for an Accounting Manager to join their team in Southwest Florida. They are looking for someone who can conduct business in a professional manner regarding various clerical and accounting ...
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Business Development Manager
2 days ago
CNI Consulting Inc. McLean, United StatesJob DescriptionBusiness Development Manager Job DescriptionLong-term growth leads to business success - and our client welcomes prospective team members who can help push our vision forward. We're currently searching for an experienced business development manager who can partner ...
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Wealth Advisor
2 days ago
CNI Consulting Inc. Portsmouth, United StatesJob Description · Overview · The Wealth Advisor will be the principal point of contact with clients and handles maintaining the ongoing relationships. This individual will have a broad understanding of wealth management practices and investment strategies with the ideal candida ...
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vp client development
5 days ago
CNI Consulting, Inc. Dallas, TX, United StatesJob Description · 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 ...