Portfolio Counselor

Zohorecruit; Dallas (TX); On-site; USD 65,000 - 125,000; Full time

Job summary

CNI Consulting Inc. is seeking a high-caliber financial professional to serve high-net-worth clients in Dallas, TX. You will educate clients on the firm’s investment philosophy, manage relationships, onboard new assets, and collaborate with the IPC to deliver white-glove service.

A Series 65/66 license and strong capital markets knowledge are required. This full-time role offers a base salary in the $65k–$125k range with potential discretionary bonus, and opportunities to grow within a

Qualifications

• Bachelor’s Degree in Finance or a relevant field.
• 3–8 years in asset management, financial services, and client relationships.
• Series 65/66 license or equivalent.
• Knowledge of investment products and strategy development.
• Strong capital markets knowledge for client education.
• Ability to manage complexity in high-volume environments.
• Excellent communication with high-net-worth clients.

Responsibilities

• Act as the short-term point of contact for high-net-worth clients.
• Build authentic relationships to drive high conversion.
• Welcome and onboard new high-net-worth clients and align goals with the portfolio.
• Provide high-touch service with IPC-backed guidance and ongoing coaching.
• Foster honest relationships with high-net-worth clients to boost retention and conversion.
• Explain the firm’s investment philosophy to clients to build rapport.
• Assist in bringing in new assets through referrals.

Skills

Capital markets

Client relationships

Communication

Series 65/66

Sales experience

Education

Bachelor’s Degree in Finance

Job description

CNI Consulting Inc. | Full time

Dallas, United States | Posted on 10/01/2026

Our client is seeking a passionate financial professional with a background in Investments to join their team in their Portland, OR; Dallas, TX; or Tampa, FL office. We are searching for a self-starter with proven success in a financial sales role to communicate effectively and connect with clients to deliver elite service and exceed expectations. The ideal candidate will have the drive to succeed in a fast-paced environment and is willing and able to contribute to an elite team working with high-net-worth clients within the firm. Most importantly, you will educate assigned clients on our client’s investment philosophy to provide a fundamental understanding of the firm’s investment strategy and ensure client retention.

Duties and Responsibilities

• Act as the short-term point of contact for our client’s highnet worth clientele
  
• Create an honest authentic relationship with each client toearn your compensation on high rates of conversion
  
• Welcome and onboard new high-net-worth clients, ensure thattheir accounts are funded, and help align the client’s goals and objectiveswith the firm’s portfolio and investment strategy
  
• Deliver high touch white glove service alongside a teambacked by the Investment Policy Committee (IPC) to exceed expectations andprovide unparalleled service, while receiving ongoing sales coaching
  
• Build an honest, transparent, and authentic relationshipwith the high-net-worth clients, relating with them to focus on high rates ofclient conversion
  
• Articulate the firm’s financial philosophy to the high-net-worthclients to build rapport and establish a lasting and trusting relationship
  
• Assist in bringing in new assets through client referrals
  

Requirements

• Bachelor’s Degree in Finance or relevant field
  
• A minimum of 3 years of industry experience in assetmanagement, financial services, and client relationship management, with arange of 3 to 8 years of experience
  
• Series 65, Series 66, or equivalent license is required
  
• Knowledge of the following:
  
• Investment products strategy establishment
  
• Strong capital market knowledge to educate and informclients
  
• Manage complexity in a high volume environment
  
• Excellent communication skills with high net worth clients
  
• $65,000-$125,000 base salary per year in the state of WA-newhires should expect to start at the lower end of the range, depending onexperience
  
• Eligible for discretionary bonus based on firm andindividual performance
  

OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER