Senior Financial Advisor

CORDA Investment Management • Houston, TX

1d

About The Position

CORDA Investment Management, LLC is seeking an experienced Senior Financial Advisor to join their client-centered wealth management firm. This role is ideal for advisors who have built a book of business and are looking for more freedom, alignment, and ownership in serving their clients, without the burden of starting from scratch. CORDA offers a turnkey infrastructure, including integrated CRM, billing, reporting, and financial planning technology, along with handled compliance, client service, operations, financial planning, and advanced tax strategy support. The firm emphasizes a collaborative team environment, shared overhead economics of scale, and a transition playbook to assist with moving client accounts. As a fiduciary firm, CORDA is structurally aligned with client interests, free from product quotas and conflicted incentives.

Requirements

• Series 65 or Series 7 and Series 66 licensure
• An established client base and track record of relationship-driven growth
• A fiduciary mindset and genuine passion for client outcomes
• A collaborative spirit and interest in being part of a high-performing team
• Experience as a financial advisor who has built a book of business
• Readiness to make a move for the next chapter of their career
• Energy, a team player mindset, and excitement to be part of something bigger than a solo practice

Responsibilities

• Serve high-net-worth individuals and families.
• Bring established client relationships and drive to the firm.
• Collaborate with a cohesive, team-oriented group working toward shared goals.
• Focus on client relationships and firm growth.
• Contribute to a high-performing team environment.

Benefits

• Fiduciary standard of care
• Turnkey infrastructure (CRM, billing, reporting, financial planning technology)
• Compliance handled (SEC regulatory filings, audits, ADV maintenance, E&O insurance)
• Access to client service, operations, financial planning, and advanced tax strategy support
• Shared overhead and economics of scale
• Transition playbook for moving client accounts
• Long-term alignment with client interests
• Freedom from conflicts, quotas, and bureaucracy

What This Job Offers

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