Hybrid Wealth Advisor: Build Trusted Client Relationships

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

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.