Financial Advisor

CORDA Investment Management, LLC.; Dallas (TX); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Multiple healthcare plans

50% coverage cost paid by the company

Long Term Disability Insurance

30-day paid sabbatical after five years

Company contributions to 401(k) plans

Job summary

CORDA Investment Management, LLC in Dallas, Texas is seeking a dedicated Financial Advisor to enhance client relationships and provide personalized investment guidance. This full-time role emphasizes collaboration with a skilled team to deliver comprehensive wealth management solutions tailored to high-net-worth individuals.

The ideal candidate will possess a strong background in financial planning and investment management, with a commitment to understanding client needs and building lasting relationships. Join us in making a meaningful impact in the lives of our clients.

Qualifications

• Proven experience in a client-facing advisory role.
• Ability to understand client financial goals and risk tolerance.
• Strong analytical skills and attention to detail.

Responsibilities

• Serve as a primary point of contact for client relationships.
• Develop a deep understanding of each client’s financial goals.
• Provide ongoing investment guidance and portfolio reviews.
• Collaborate with internal teams for comprehensive solutions.
• Maintain accurate client records within CRM systems.

Skills

Client relationship management

Financial goal assessment

Investment guidance

Salesforce proficiency

Microsoft Office Suite proficiency

Education

Series 65 or Series 7 and Series 66

2+ years of relevant experience

Job description

At CORDA Investment Management, we believe our people are our greatest asset. We foster a collaborative, client-focused culture where talented professionals can grow their careers while making a genuine difference in the lives of the individuals and families we serve. If you are passionate about financial planning, investment management, or client service, we would love to hear from you.

• Multiple healthcare plans to fit you and your family
• 50% of coverage cost paid by CORDA
• Long Term Disability Insurance

Time Off

• Every other Friday off (after the first 90 days of employment)
• 30-day paid sabbatical after five years employment, and every 5 years thereafter

Retirement Plans

• Company contributions to your 401(k) retirement plans
• Access to company financial planning tools

Location

Employment Type

Full time

Location Type

Hybrid

Company Overview

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!

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.

Advisors partner closely with portfolio management, financial planning, and operations teams to provide an integrated wealth management experience. While the firm benefits from a strong referral network, this role also requires a proactive approach to relationship development and organic 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.

Education & Experience

Series 65 or Series 7 and Series 66 combination.

2+ years of relevant experience, including:

• Registered representative at a full-service broker-dealer
• Proficiency with Microsoft Office Suite
• Experience with Salesforce a plus

This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice.