Growth-Focused Financial Advisor

CORDA Investment Management

United States

On-site

USD 80,000 - 120,000

Full time

14 days+

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Job summary

CORDA Investment Management, a client-centered wealth firm, seeks a business development-minded financial advisor who will identify new opportunities and foster relationships with institutional partners and prospective clients. You will serve as the primary contact for institutional partners and communicate CORDA’s value proposition to those partners and prospects.

In a client-focused, team-centered environment, you will work with all areas of the firm to grow client relationships.

Qualifications

3+ years of experience in financial services, client-facing or business development.
Active Series 65, or a combination of Series 7 and 66.
Bachelor’s degree (B.A./B.S.).
Proficiency in Salesforce, Excel, and Microsoft 365.

Responsibilities

Proactively identify and engage prospective high-net-worth clients; execute strategies to meet and exceed firm growth goals.
Build and nurture deep relationships with institutional and business partners to maximize referral flow.
Conduct high-level consultations and presentations to demonstrate CORDA’s value to prospective clients.
Build trust, simplify complex financial concepts, and close new business within a team-centered environment.
Partner with Financial Planners, Financial Advisors, and Portfolio Managers to ensure seamless transitions from prospect to client.
Maintain a sophisticated command of financial markets, retirement strategies, and regulatory trends to mitigate risk and advise prospects.
Utilize CRM (Salesforce) and Microsoft 365 to track pipeline activity and manage outreach.