Senior Financial Advisor — Independent, Team‑Focused Growth

CORDA Investment Management; Austin (TX); On-site; USD 150,000 - 230,000; Full time

Job summary

CORDA Investment Management, LLC in Austin, TX, is seeking a Senior Financial Advisor who values independence within an established, fiduciary-first RIA. You bring a deep client network and a drive to serve high-net-worth families with integrated investment management, financial planning, tax strategy, and estate planning.

Joining CORDA means leveraging turnkey infrastructure, advanced technology, and a collaborative team to grow your book while maintaining the client-first standards you already

Qualifications

• Must have built a client book and fiduciary approach.
• Experience with high-net-worth clients preferred.
• Passion for client outcomes and teamwork.

Responsibilities

• Grow the firm's client base with relationship-driven service.
• Provide comprehensive wealth management within fiduciary standards.
• Collaborate with specialists to serve complex client needs.

Skills

Established client base

Fiduciary mindset

Team collaboration

Education

Series 65

Series 7

Series 66 licensure

Job description

CORDA Investment Management, LLC in Austin, TX, is seeking a Senior Financial Advisor who values independence within an established, fiduciary-first RIA. You bring a deep client network and a drive to serve high-net-worth families with integrated investment management, financial planning, tax strategy, and estate planning.

Joining CORDA means leveraging turnkey infrastructure, advanced technology, and a collaborative team to grow your book while maintaining the client-first standards you already