Wealth Growth Advisor — BD & Client Partnerships

CORDA Investment Management; Town of Texas (WI); On-site; USD 70,000 - 100,000; Full time

Job summary

CORDA Investment Management is seeking a Business Development / Financial Consultant in the Town of Texas, Wisconsin. This full-time position requires a professional focused on driving business opportunities and managing client relationships. Ideal candidates will have over 3 years of experience in financial services, a Bachelor’s degree, and active financial licenses. Responsibilities include identifying high-net-worth clients, nurturing partnerships, and conducting consultations to showcase CORDA’s value. The position emphasizes a collaborative culture prioritizing client interests.

Qualifications

• 3+ years of successful experience in financial services with a focus on client-facing roles.
• Active Series 65 or Series 7 and 66 licenses required.
• High level of emotional intelligence and proven sales record.

Responsibilities

• Identify and engage prospective high-net-worth clients and exceed growth goals.
• Build and nurture relationships with institutional partners to maximize referrals.
• Conduct high-level consultations to demonstrate our value and services.

Skills

Client relationship management

Business development

Financial advisory

Communication skills

Sales

Education

Bachelor’s degree (B.A./B.S.)

Tools

Salesforce

Microsoft 365

Excel

Job description

CORDA Investment Management is seeking a Business Development / Financial Consultant in the Town of Texas, Wisconsin. This full-time position requires a professional focused on driving business opportunities and managing client relationships. Ideal candidates will have over 3 years of experience in financial services, a Bachelor’s degree, and active financial licenses. Responsibilities include identifying high-net-worth clients, nurturing partnerships, and conducting consultations to showcase CORDA’s value. The position emphasizes a collaborative culture prioritizing client interests.