Portfolio Counselor

CNI Consulting Inc.; Texas; On-site; USD 65,000 - 125,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Financial sales

Client relationship mgmt

Communication with HNW clients

Licensing: Series 65/66

Investment knowledge

Education

Bachelor’s Degree in Finance or relevant field

Job description

Dallas, United States | Posted on 11/02/2026

Our client is seeking a passionate financial professionalwith 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 provensuccess in a financial sales role to communicate effectively and connect withclients to deliver elite service and exceed expectations. The ideal candidatewill have the drive to succeed in a fast-paced environment and is willing andable to contribute to an elite team working with high-net-worth clients withinthe firm. Most importantly, you will educate assigned clients on our client’sinvestment philosophy to provide a fundamental understanding of the firm’sinvestment 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