Portfolio Counselor
CNI Consulting Inc.
Clackamas, Clackamas CountyPosted 16 days agoDiscoveredMatch locked
Full TimeAccounting & Finance Jobs
About the role
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 w
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
Who can apply
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