Investment Counselor High-Net-Worth Clients
Job in
Fort Worth, Tarrant County, Texas, 76102, USA
Listed on 2026-03-05
Listing for:
CNI Consulting Inc.
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
A respected fiduciary firm in Dallas is seeking an experienced Investment Counselor to manage high-net-worth clients and provide tailored financial services. The role requires client relationship management skills and extensive market knowledge. Candidates should possess relevant certifications and a degree in finance or equivalent experience. Competitive compensation includes a base salary ranging from $75,000 to $125,000 plus discretionary bonuses and comprehensive health benefits.
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