Private Wealth Advisor for High-Net-Worth Clients
CNI Consulting Inc.
Zohorecruit is assisting a Dallas, TX-based, fee-only fiduciary portfolio management firm in finding an Investment Counselor. You will manage relationships with high-net-worth clients, discuss top-down portfolio strategy, and coordinate with internal teams to deliver exceptional service. The role emphasizes ongoing market education, proactive client engagement, and a transparent compensation package with potential discretionary bonuses. #J-18808-Ljbffr CNI Consulting Inc.
Vacancy posted 21 hours ago
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