Wealth Advisor for HNW Clients | Hybrid (Austin/Dallas)
CORDA Investment Management
CORDA Investment Management is seeking a Financial Advisor in Austin or Dallas. The position is hybrid with 3 days in the office, focusing on building and maintaining relationships with high-net-worth clients. Responsibilities include providing investment guidance, collaborating with internal teams, and managing client interactions. Candidates should have 2+ years of experience, relevant certifications (Series 65 or Series 7 & 66), and strong proficiency in Microsoft Office. A background in investment management is preferred. #J-18808-Ljbffr
Vacancy posted 12 hours ago
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