Senior Financial Advisor

CORDA Investment Management • Houston, TX

2d

About The Position

CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families. We bring together investment management, financial planning, tax strategy, and estate planning in one integrated, proactive approach. Registered with the SEC under the Investment Advisers Act of 1940, CORDA upholds the highest standards of integrity and fiduciary responsibility. At CORDA, our team shares a common purpose: helping clients navigate complexity, build confidence in their financial future, and leave a meaningful legacy. We are a close-knit, collaborative team. We support each other and welcome new ideas, while staying focused on the clients we serve. If our work resonates with you, we’d love to connect! Are you ready for independence without starting from scratch? If you have spent years building client relationships at a broker-dealer and are ready for more freedom, more alignment, and more ownership over the way you serve your clients, CORDA may be exactly what you have been looking for. Joining CORDA means stepping into an established, fiduciary-first RIA with the infrastructure, technology, and team already in place. You bring the relationships and the drive. We bring everything else. A different kind of independence. This is not a solo practice model or a platform where you operate independently under a shared umbrella. At CORDA, you become part of a cohesive, collaborative team working toward shared goals and serving clients together. The independence we offer is freedom from the conflicts, quotas, and bureaucracy. Not freedom from the team. If you are looking for a place to plug in, grow alongside talented colleagues, and serve clients within a close-knit firm that operates with intention, that is exactly what CORDA offers.

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
• Values the fiduciary standard
• Ready to make a move that sets them up for the next chapter of their career
• Shares the energy of growing the firm, deepening client relationships, and doing it the right way
• Energized by collaboration

Responsibilities

• Serve high-net-worth individuals and families.
• Provide integrated investment management, financial planning, tax strategy, and estate planning.
• Build and maintain client relationships.
• Grow the firm and deepen client relationships.
• Collaborate with a high-performing team.

Benefits

• Turnkey infrastructure from day one (Integrated CRM, billing, reporting, and financial planning technology)
• Compliance handled (SEC regulatory filings, audits, ADV maintenance, and E&O insurance coverage)
• Access to client service, operations, financial planning, and advanced tax strategy support
• Shared overhead (institutional software pricing, shared staff, and existing office infrastructure)
• A transition playbook to help move client accounts efficiently
• Long-term alignment as a fiduciary firm
• Freedom from conflicts, quotas, and bureaucracy

What This Job Offers

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