Senior Wealth Advisor for High-Net-Worth Clients

CNI Consulting Inc.; Texas; On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Paid time off

Holiday pay

Family support programs

Job summary

CNI Consulting Inc. is recruiting on behalf of a distinguished fee-only portfolio management and fiduciary firm in Dallas, TX for an Investment Counselor role. Join a team serving high-net-worth clients with a top-down portfolio approach and a strong client-service culture.

You will collaborate with decision-makers and sales to grow the client roster, review allocations, and educate clients on market events, aiming to help them reach long-term financial goals.

Qualifications

• 2+ years of client relationship management within the financial industry
• Current Investment Advisor Representative designation, OR Series 65, OR Series 7/66, OR qualifying designations
• Bachelor’s degree in finance or related fields
• Extensive market knowledge with a client-focused, consultative approach
• $75,000 to $125,000 base salary with discretionary bonuses per year
• 100% paid medical, dental, and vision premiums for you and dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO + 10 paid holidays (California differs)
• Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance, and back-up childcare
• OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

Responsibilities

• Become the voice of our client and partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and sales team to serve clients while aligning compensation with clients’ best interests
• Obtain an elevated finance and capital markets education to understand the firm’s market approach and support client relationships
• Build trusting relationships with high-net-worth clientele and educate them on top-down portfolio strategy and investments
• Connect proactively with clients quarterly to review asset allocation and progress toward long-term goals
• Rely on an established sales team to gradually build a roster of high-net-worth clients; book of 150–200 households with $100M–$150M AUM per client

Skills

Client relationship management

High-net-worth client understanding

Education

Investment Advisor Representative designation

FINRA Series 65

FINRA Series 7 and 66

Bachelor’s degree in finance

Job description

CNI Consulting Inc. is recruiting on behalf of a distinguished fee-only portfolio management and fiduciary firm in Dallas, TX for an Investment Counselor role. Join a team serving high-net-worth clients with a top-down portfolio approach and a strong client-service culture.

You will collaborate with decision-makers and sales to grow the client roster, review allocations, and educate clients on market events, aiming to help them reach long-term financial goals.