Portfolio Counselor

CNI Consulting Inc.
📍 Dallas, Texas, United States 💼 Full-time 🕒 Posted July 02, 2026
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Job Description

                Job Description
Portfolio Counselor
Overview
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.
 
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                Job Details
                
                        Location
                        Dallas, Texas
                    
                        Job Type
                        Full-time
                    
                        Category
                        Counselors, Social Workers, and Other Community and Social Service Specialists
                    
                        Posted Date
                        July 02, 2026
                    
                        Application Deadline
                        August 11, 2026