Independent Wealth Advisor — Turnkey Platform, Team Support

CORDA Investment Management; Houston (TX); On-site; USD 120,000 - 240,000; Full time

Job summary

CORDA Investment Management, LLC is a fiduciary-first wealth management firm serving high-net-worth individuals and families. We offer integrated investment management, financial planning, tax strategy, and estate planning.

Join a collaborative team in Houston to serve clients with independence and ownership over your practice. We seek an experienced Senior Financial Advisor with an established client base, Series 65/7/66 licensure, and a passion for growing client relationships in a

Qualifications

• Series 65/7/66 licensure required.
• Established client base with growth track record.
• Fiduciary mindset focused on client outcomes.
• Collaborative, team-oriented approaching growth and service.

Responsibilities

• Build and grow a book of business with fiduciary-first service.
• Collaborate with clients on investment, tax, and estate planning needs.
• Provide ongoing financial planning guidance and client service.
• Transition and onboard clients onto CORDA’s platform with minimal disruption.
• Maintain compliance with SEC regulations and firm policies.

Skills

Series 65

Series 7

Series 66

Client relationships

Job description

CORDA Investment Management, LLC is a fiduciary-first wealth management firm serving high-net-worth individuals and families. We offer integrated investment management, financial planning, tax strategy, and estate planning.

Join a collaborative team in Houston to serve clients with independence and ownership over your practice. We seek an experienced Senior Financial Advisor with an established client base, Series 65/7/66 licensure, and a passion for growing client relationships in a