Portfolio Counselor

Job overview

Compensation is $500,000–$999,999 per year. The Portfolio Counselor role is onsite in Portland, OR; for this location. The posting also identifies offices in Dallas, TX, and Tampa, FL. The employer is described as a client firm serving high-net-worth investors; the listing names CNI Consulting Inc. The posting’s stated $65,000–$125,000 base salary range applies to Washington state, not the listed offices. The counselor onboards and supports high-net-worth clients, helps align their goals with the firm’s investment strategy, and explains the firm’s financial philosophy. The role provides high-touch service, supports client retention, and helps bring in new assets through referrals.

What you'll do

• Serve as a short-term point of contact for high-net-worth clients
• welcome and onboard clients
• help fund accounts and align client goals with portfolio strategy
• provide high-touch service with the Investment Policy Committee-backed team
• explain the firm’s investment philosophy
• support client conversion and retention
• assist in bringing in assets through referrals.

What we're looking for

Skills & competencies

portfolio counselor

investment services

high-net-worth clients

client onboarding

portfolio strategy

client relationships

portland or

dallas tx

tampa fl

cni consulting inc.

series 65

series 66

Work arrangement

• Weekend coverage required

Benefits & perks

• The posting lists a $65,000–$125,000 annual base salary range for Washington state and eligibility for a discretionary bonus based on firm and individual performance.

Why this role

The posting requires a Series 65, Series 66, or equivalent license and at least three years of relevant industry experience. The stated salary range applies to Washington state only.

About the employer

CNI Consulting Inc. is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.