Private-Client Wealth Advisor for HNW Portfolios
CNI Consulting Inc.
Zohorecruit is seeking a seasoned Investment Counselor in Dallas to serve a roster of high-net-worth clients and support a fiduciary, fee-only portfolio management firm. You will collaborate with portfolio decision-makers, support staff, and a renowned sales team to ensure client alignment with their best interests. The role emphasizes educating clients on top-down strategies, market events, and ongoing asset allocation reviews to help clients pursue long-term financial goals. #J-18808-Ljbffr CNI Consulting Inc.
Vacancy posted 3 days ago
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