Financial Advisor

CORDA Investment Management • Dallas, TX

23d

About The Position

The Financial Advisor will work directly with high-net-worth clients in a collaborative, team-based environment. This role is focused on building and maintaining trusted client relationships, delivering thoughtful investment guidance, and contributing to the firm’s long-term growth. Advisors partner closely with portfolio management, financial planning, and operations teams to provide an integrated wealth management experience. While the firm benefits from a strong referral network, this role also requires a proactive approach to relationship development and organic growth.

Requirements

• Series 65 or Series 7 and Series 66 combination
• 2+ years of relevant experience, including: Registered representative at a full-service broker-dealer, or Investment/portfolio management experience
• Proficiency with Microsoft Office Suite

Nice To Haves

• Experience with Salesforce

Responsibilities

• Serve as a primary point of 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed