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About the Role
The Financial Advisor will work directly with high-net-worth clients in a collaborative, team-based environment. This role is focused on building and maintaining trusted client relationships, delivering thoughtful investment guidance, and contributing to the firm’s long-term growth.
Responsibilities
- Serve as a primary point of contact for client relationships, delivering a high-touch, client-first experience
- Develop a deep understanding of each client’s financial goals, risk tolerance, and long-term objectives
- Provide ongoing investment guidance, portfolio reviews, and recommendations in partnership with internal teams
- Collaborate with financial planners, portfolio managers, and operations to deliver comprehensive wealth management solutions
- Maintain and strengthen existing client relationships, with a focus on long-term retention and trust
- Identify opportunities to deepen relationships through additional services and referrals
- Participate in client meetings, reviews, and ongoing communication throughout the year
- Maintain accurate client records, notes, and follow-ups within CRM systems
- Stay current on market trends and industry developments
Requirements
- Series 65 or Series 7 and Series 66 combination
- 2+ years of relevant experience
- Registered representative at a full-service broker-dealer, or Investment/portfolio management experience
- Proficiency with Microsoft Office Suite
- Experience with Salesforce a plus
Experience Level
- 2+ years of relevant experience
About the Company
- CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families.
- We bring together investment management, financial planning, and tax strategy in one integrated, proactive approach.
- Registered with the SEC under the Investment Advisers Act of 1940, CORDA upholds the highest standards of integrity and fiduciary responsibility.
- At CORDA, our team shares a common purpose: helping clients navigate complexity, build confidence in their financial future, and leave a meaningful legacy.
- We are a close-knit, collaborative team.
- We support each other and welcome new ideas, while staying focused on the clients we serve.
- If our work resonates with you, we’d love to connect!