Wealth Growth & Partnerships Consultant

CORDA Investment Management; Dallas (TX); On-site; USD 75,000 - 95,000; Full time

Job summary

CORDA Investment Management is looking for a Business Development / Financial Consultant to identify new business opportunities and build relationships in Dallas, Texas. This role emphasizes collaboration and a client-first approach, striving to enhance financial futures for high-net-worth individuals.

The ideal candidate has 3+ years in financial services, an active Series 65 or equivalent, and exceptional communication skills. You will work closely with the firm’s team and utilize tools like Salesforce to manage client outreach effectively.

Qualifications

• 3+ years of successful experience in financial services, specifically in a client-facing or business development capacity.
• Active Series 65, or a combination of Series 7 and 66.
• Exceptional communication skills and a high degree of emotional intelligence.

Responsibilities

• Identify and engage prospective high-net-worth clients to meet growth goals.
• Build relationships with institutional and business partners to maximize referrals.
• Conduct high-level consultations to align services with client goals.
• Simplify complex financial concepts and close new business.

Skills

Relationship building

Financial market knowledge

Communication skills

Business development

Education

Bachelor’s degree (B.A./B.S.)

Tools

Salesforce

Microsoft 365

Excel

Job description

CORDA Investment Management is looking for a Business Development / Financial Consultant to identify new business opportunities and build relationships in Dallas, Texas. This role emphasizes collaboration and a client-first approach, striving to enhance financial futures for high-net-worth individuals.

The ideal candidate has 3+ years in financial services, an active Series 65 or equivalent, and exceptional communication skills. You will work closely with the firm’s team and utilize tools like Salesforce to manage client outreach effectively.