Senior Wealth Advisor for High-Net-Worth Clients

CNI Consulting Inc.; Portland (ME); Presencial; USD 75.000 - 125.000; Tempo integral

Benefícios oferecidos por esta vaga

100% paid health premiums for you and/

50% 401(k) match, up to IRS max

20 days PTO + 10 holidays

Paid caregiver leave

Adoption assistance

Back-up childcare

Equal opportunity employer

Resumo da vaga

CNI Consulting Inc. in Portland, ME is seeking an Investment Counselor to work with a roster of high-net-worth clients, delivering our client’s private approach and top-down portfolio guidance.

You will collaborate with internal portfolio decision-makers, support staff, and sales teams to provide superior service while aligning compensation with client interests. You will build trusted relationships, educate clients on investments, and review asset allocations quarterly to ensure long-term

Qualificações

• 2+ years of client relationship management in finance.
• Current Investment Advisor Representative designation OR Series 65 OR Series 7/66 OR equivalent designations.
• Bachelor’s degree in finance or related field.

Responsabilidades

• Build relationships with high-net-worth clients and educate them on top-down portfolio strategy.
• Partner with portfolio decision-makers and sales teams to ensure best-in-class service.
• Review asset allocation with clients on a quarterly basis to align with long-term goals.
• Develop a book of 150–200 households with $100–$150M AUM.

Conhecimentos

Client relationship management

Market knowledge

Financial industry experience

Communication skills

Formação

Bachelor’s degree in finance

Investment Adviser Representative designation OR Series 65 OR Series 7 & 66

Ferramentas

FINRA licenses

Descrição da vaga

CNI Consulting Inc. in Portland, ME is seeking an Investment Counselor to work with a roster of high-net-worth clients, delivering our client’s private approach and top-down portfolio guidance.

You will collaborate with internal portfolio decision-makers, support staff, and sales teams to provide superior service while aligning compensation with client interests. You will build trusted relationships, educate clients on investments, and review asset allocations quarterly to ensure long-term