Wealth Advisor for High-Net-Worth Clients

CORDA Investment Management; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

CORDA Investment Management, LLC is seeking a Financial Advisor to work directly with high-net-worth clients in a collaborative, team-based environment. This role focuses on building and maintaining trusted client relationships, delivering thoughtful investment guidance, and contributing to the firm’s long-term growth.

Advisors partner with portfolio management and operations to provide an integrated wealth-management experience.

Qualifications

• Series 65 or Series 7 and Series 66 combination.
• 2+ years of relevant experience.
• Proficiency with Microsoft Office Suite.
• Experience with Salesforce a plus.

Responsibilities

• Serve as primary 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.

Skills

Client relationship management

Investment guidance

CRM proficiency

MS Office

Education

Series 65 or Series 7 and Series 66 combination

Tools

Salesforce

Microsoft Office

Job description

CORDA Investment Management, LLC is seeking a Financial Advisor to work directly with high-net-worth clients in a collaborative, team-based environment. This role focuses on building and maintaining trusted client relationships, delivering thoughtful investment guidance, and contributing to the firm’s long-term growth.

Advisors partner with portfolio management and operations to provide an integrated wealth-management experience.