Investment Counselor

Job overview

The Investment Counselor role is onsite in Dallas, TX. Compensation is listed as $500,000–$999,999 per year in the feed. The position supports a fee-only portfolio management and fiduciary firm serving high-net-worth clients. The counselor manages client relationships and explains investment strategy, portfolio allocation, and market events. By coordinating with portfolio decision-makers, research teams, client service associates, and sales colleagues, the role helps clients pursue their long-term financial goals.

What you'll do

• Build relationships with high-net-worth clients and educate them about portfolio strategy, investments, and market events
• review asset allocation quarterly
• coordinate with internal portfolio decision-makers, research teams, client service associates, and sales colleagues
• manage an assigned client roster.

What we're looking for

Skills & competencies

investment counselor

dallas tx

cni consulting

portfolio management

fiduciary services

high-net-worth clients

client relationships

asset allocation

financial markets

series 65

full-time

day shift

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision premiums paid for employee and qualifying dependents
• 50% 401(k) match up to IRS maximum
• 20 days PTO and 10 paid holidays
• paid primary caregiver leave, adoption assistance, and backup childcare.

Why this role

The posting describes a client book of 150–200 households and support for obtaining Series 65 within 60 days of starting.

About the employer

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