HNW Portfolio Advisor for Elite Clients

CNI Consulting Inc.; Tampa (FL); Presencial; USD 65.000 - 125.000; Tempo integral

Benefícios oferecidos por esta vaga

Discretionary bonus

Resumo da vaga

CNI Consulting Inc. seeks a finance professional with a background in investments to join our client in Tampa, FL. The role focuses on educating high-net-worth clients about our investment philosophy and delivering elite service to help grow assets.

The candidate should have 3–8 years of asset management experience, a finance degree, and licenses (Series 65/66). Base salary ranges from $65,000 to $125,000 per year with discretionary bonuses based on performance.

Qualificações

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

Responsabilidades

• Act as the short-term point of contact for high-net-worth clients.
• Build and maintain honest, authentic relationships to drive high conversion rates.
• Onboard new high-net-worth clients and align goals with the firm’s portfolio strategy.
• Deliver high-touch service with guidance from IPC and ongoing sales coaching.
• Assist in bringing in new assets through client referrals.

Conhecimentos

Client service

Relationship management

Effective communication

Sales mindset

Formação

Bachelor’s degree in Finance

Descrição da vaga

CNI Consulting Inc. seeks a finance professional with a background in investments to join our client in Tampa, FL. The role focuses on educating high-net-worth clients about our investment philosophy and delivering elite service to help grow assets.

The candidate should have 3–8 years of asset management experience, a finance degree, and licenses (Series 65/66). Base salary ranges from $65,000 to $125,000 per year with discretionary bonuses based on performance.