CNI Consulting Inc.

*The Opportunity:* Be the voice of our client from our clients office in Dallas, Texas to our high-net-worth clients in Europe. You will spend your time educating each client on investment philosophy, explaining why certain decisions were made for their particular portfolio, and helpi More...

Are you a Financial Advisor or a Stock Broker looking for the next step in your career? Our client has an opportunity for you! Check out the Investment Counselor position. Do you have a background in Finance and Investments as either an advisor or broker, and... Are you a high achieve More...

FINANCIAL ADVISOROverviewOur client is currently seeking an experienced Financial Advisor to join their growing team. The Financial Advisor will embrace technology, enjoy a collaborative environment, and hold in high regard serving clients in a fiduciary capacity. The Financial Adviso More...

OverviewThe New Business Advisor will be the initial point of contact with clients and is responsible for attracting and onboarding new client relationships. This individual will have a broad understanding of wealth management practices and investment strategies with the ideal candida More...

Overview The Wealth Advisor will be the principal point of contact with clients and handles maintaining the ongoing relationships. This individual will have a broad understanding of wealth management practices and investment strategies with the ideal candidate having proven financial More...

ASSOCIATE FINANCIAL ADVISOROverviewOur client is currently seeking several financial professionals to join their well-established teams in the California Bay Area; Seattle, WA; or Portland, OR.Duties and ResponsibilitiesPrepare paperwork and meeting agendas for clientsExecute client r More...

FINANCIAL ADVISOROverviewOur client is currently seeking several financial professionals to join their well-established teams in the California Bay Area; Seattle, WA; or Portland, OR. To be successful in this role, the financial advisor should be experienced, driven, and focused, with More...

Use your finance sales experience to take your career to the next level at a stable and rapidly growing financial firm. Our client is seeking high-quality talent with a passion for financial sales. They re interested in how your insight and perspective can help them in their quest t More...

This is a remote position.Canadian Private Client Adviser Are you a financial advisor tired of the traditional bank model? Looking for a role 100% focused on sales? Tired of service requirements overshadowing sales activities? Looking to move on from cold calling? As a Canadian Pri More...

This is a remote position.VP of High Net Worth SalesOverviewCalling all financial advisors looking for a role 100% focused on sales: we have a great opportunity for you! As a VP of High Net Worth Sales, you will focus solely on sales without worrying about service requirements. Qua More...

This is a remote position.Remote Tax Accountant Our client is looking for a passionate remote Tax Accountant to join their team! They are looking for someone who can thrive on deadlines, apply tax experience to a wide variety of transactions, and make significant contributions More...

Are you a Financial Advisor or a Stock Broker looking for the next step in your career? Our client has an opportunity for you! Check out the Investment Counselor position. Do you have a background in Finance and Investments as either an advisor or broker, and... Are you a high achieve More...

DIRECTOR OF FINANCEOur client is seeking a Director of Finance for their Naples, FL office. The ideal candidate will have extensive experience in the financial sector with an effective financial vision and insight to succeed. Responsibilities will include complex data analysis, budget More...

ASSOCIATE FINANCIAL ADVISOROverviewOur client is currently seeking several financial professionals to join their well-established teams in the California Bay Area; Seattle, WA; or Portland, OR.Duties and ResponsibilitiesPrepare paperwork and meeting agendas for clientsExecute client r More...

VP of High Net Worth SalesOverviewCalling all financial advisors looking for a role 100% focused on sales: we have a great opportunity for you! As a VP of High Net Worth Sales, you will focus solely on sales without worrying about service requirements. Qualified lead flow is provided More...

ASSOCIATE FINANCIAL ADVISOROverviewOur client is currently seeking an Associate Financial Advisor to join their growing team in their Houston, TX office.The Associate Financial Advisor, or AFA, will support the Financial Advisor to further develop and enhance existing client relations More...

ASSOCIATE FINANCIAL ADVISOROverviewOur client is currently seeking several financial professionals to join their well-established teams in the California Bay Area; Seattle, WA; or Portland, OR.Duties and ResponsibilitiesPrepare paperwork and meeting agendas for clientsExecute client r More...

FINANCIAL ADVISOROverviewOur client is currently seeking several financial professionals to join their well-established teams in the California Bay Area; Seattle, WA; or Portland, OR. To be successful in this role, the financial advisor should be experienced, driven, and focused, with More...

Are you a Financial Advisor or a Stock Broker looking for the next step in your career? Our client has an opportunity for you! Check out the Investment Counselor position. Do you have a background in Finance and Investments as either an advisor or broker, and... Are you a high achieve More...

*Client Development Vice President* Are you a Financial Advisor that enjoys growing business from existing clients and referrals? As a Client Development Vice President with our client, you will provide holistic financial planning and portfolio analysis services. Bring your client foc More...