Elite Wealth Advisor for High-Net-Worth Clients

CNI Consulting Inc.; Texas; Presencial; USD 65.000 - 125.000; Jornada completa

Descripción de la vacante

CNI Consulting Inc. is seeking a finance professional with a solid background in investments to join our team in multiple U.S. offices, including Dallas, Portland, or Tampa.

You will educate clients on our investment philosophy and work with high-net-worth individuals to deliver elite service while supporting retention and growth. The role requires a track record in financial sales, client relationship management, and a Series 65/66 license.

Formación

• Bachelor’s Degree in Finance or relevant field.
• 3–8 years of industry experience in asset management, financial services, and client relationship management.
• Series 65, Series 66, or equivalent license required.
• Knowledge of investment products and capital markets.

Responsabilidades

• Act as the short-term point of contact for our client’s high-net-worth clientele.
• Create an honest authentic relationship with each client to earn compensation on high rates of conversion.
• Welcome and onboard new high-net-worth clients, ensure accounts are funded, align goals with portfolio and investment strategy.
• Deliver high-touch white-glove service with IPC-backed team and ongoing sales coaching.
• Build honest, transparent relationships with high-net-worth clients to focus on high client conversion.

Conocimientos

Financial sales

Client relationship mgmt

Communication with HNW clients

Licensing: Series 65/66

Investment knowledge

Educación

Bachelor’s Degree in Finance or relevant field

Descripción del empleo

CNI Consulting Inc. is seeking a finance professional with a solid background in investments to join our team in multiple U.S. offices, including Dallas, Portland, or Tampa.

You will educate clients on our investment philosophy and work with high-net-worth individuals to deliver elite service while supporting retention and growth. The role requires a track record in financial sales, client relationship management, and a Series 65/66 license.