Investment Counselor – Portland

Job overview

The Investment Counselor role is onsite in Portland, OR, and the source lists compensation of $500,000–$999,999 per year. The role supports a fee-only portfolio management and fiduciary firm serving high-net-worth clients. The counselor manages client relationships and explains portfolio strategy, investments, and market events, while coordinating with internal portfolio decision-makers, research teams, client service associates, and sales colleagues. Regular client reviews help clients assess asset allocation and progress toward long-term financial goals.

What you'll do

• Build relationships with high-net-worth clients
• educate clients about portfolio strategy, investments, and market events
• connect with clients quarterly to review asset allocation and financial goals
• partner with portfolio decision-makers, research teams, client service associates, and sales
• and manage an assigned roster of client households.

What we're looking for

Skills & competencies

investment counselor

portfolio management

fiduciary services

high-net-worth clients

client relationships

asset allocation

financial markets

portland or

cni consulting

$500k+ per year

full-time

series 65

series 7

series 66

Work arrangement

• Weekend coverage required

Benefits & perks

• Description lists paid medical, dental, and vision premiums for the employee and qualifying dependents
• 50% 401(k) match up to the IRS maximum
• PTO and paid holidays
• family support programs
• caregiver leave
• adoption assistance
• and backup childcare.

Why this role

The description says the firm will assist with obtaining Series 65 within 60 days of the start date when applicable. The XML salary element lists $500,000–$999,999 per year, while the description separately states a $75,000–$125,000 base salary plus discretionary bonuses.

About the employer

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