CNI Consulting Inc.

Portfolio CounselorOverviewOur 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 selfstarter with proven success in a financial sales role to communicate More...

OverviewThe 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 strategies with the ideal candida More...

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 candidate having proven financial More...

*The Opportunity:* Be the voice of our client from our clients office in Dallas Texas to our highnetworth clients in Europe. You will spend your time educating each client on investment philosophy explaining why certain decisions were made for their particular portfolio and helping th More...

Client Development Financial Services Vice PresidentOur client a highly respected feeonly 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 office as a Client More...

FINANCIAL ADVISOROverviewOur 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 fiduciary capacity. The Financial Advisor More...

Experienced Tax ManagerOur 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 team success.This role will invo More...

Client Development Financial Services Vice PresidentOur client a highly respected feeonly 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 as a Client More...

Investment CounselorOur client a highly respected feeonly 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 Investment Counselo More...

OverviewThe 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 strategies with the ideal candida More...

This is a remote position.Canadian Private Client Adviser Are you a financial advisor tired of the traditional bank model Looking for a role 100% focused on sales Tired of service requirements overshadowing sales activities Looking to move on from cold calling As a Canadian Private More...

Investment CounselorOur client a highly respected feeonly 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 as an Investment Counselor. As an Investmen More...

Regional Vice President of SalesOur client a highly respected feeonly 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 Regional Vice More...

Regional Vice President of SalesOur client a highly respected feeonly 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 Regional Vice More...

Experienced NonProfit Tax AccountantOur client is looking for a passionate Tax Accountant with a focus in NonProfits 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 t More...

FINANCIAL ADVISOROverviewOur 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 fiduciary capacity. The Financial Advisor More...

ASSOCIATE FINANCIAL ADVISOROverviewOur 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 and enhance existing client relationship More...

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 yourself to con More...

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 highquality talent with a passion for financial sales. They re interested in how your insight and perspective can help them in their quest to More...

Regional Vice President of SalesOur client a highly respected feeonly 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 Regional Vice More...