Private Wealth Investment Counselor
$75k - $125kCNI Consulting Inc.
CNI Consulting Inc. seeks an Investment Counselor in Wisconsin to manage a roster of high-net-worth clients. The role focuses on providing personalized financial services while collaborating with internal teams to optimize client relationships and investment strategies. Ideal candidates will have a minimum of 2 years in client management and relevant financial designations. The position includes a competitive salary of $75,000 to $125,000 and numerous benefits including medical coverage and PTO. #J-18808-Ljbffr CNI Consulting Inc.
Vacancy posted 2 days ago
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