Independent Wealth Advisor — Fiduciary, Growth‑Oriented Team
CORDA Investment Management, LLC
CORDA Investment Management, LLC is a fiduciary-first wealth management firm serving high-net-worth individuals and families. We offer integrated investment management, financial planning, tax strategy, and estate planning in a client-centered culture focused on independence with support. The role targets experienced advisors with an existing book, seeking more freedom, alignment, and ownership while leveraging turnkey infrastructure and a collaborative team. #J-18808-Ljbffr CORDA Investment Management, LLC
- ...Investment Management, LLC is a fiduciary-first wealth management firm serving high-... ...planning. Join a collaborative team in Houston to serve clients with independence and ownership over your practice... ...an experienced Senior Financial Advisor with an established client base...Suggested
$85k - $145k
Why Work at Mercer Advisors? For more than 40... ...by a single team. We deliver the kind... ...Mercer Advisors is an independent fiduciary legally bound to... ...Job Summary The Wealth Path Wealth... ...focus and client‑oriented position, but sales... ...Resource Coordination, Growth Mindset, Quality...SuggestedTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...is seeking a Relationship Advisor to manage fiduciary client relationships and provide... ...fiduciary support across wealth management services. The... ...collaboration with service teams and leveraging internal resources... ...changes, and pursue growth opportunities while delivering...Suggested
$100k - $225k
A wealth management firm in Houston is seeking a Sr Executive Recruiter to attract, hire, and support Wealth Advisors at varying levels. This position offers competitive compensation ranging... ...benefits. The role emphasizes independence and collaboration, empowering advisors...Suggested- Rhame & Gorrell Wealth Management in Houston seeks a Wealth Manager to lead client relationships, present complex financial plans, and coordinate from investment, tax, estate planning teams. You will be supported by tax, estate planning, and operations staff, while remaining...Suggested
- **Join a team that values your ambition... ...empowers your growth** At Corient,... ...their wealth for future generations... ...Wealth Advisors (WAs) by providing... ...to greater independence related to client... ...* Detail-oriented with excellent... ...experience. As fiduciaries, we always put...Permanent employmentTemporary workWork at officeFlexible hours
- ...Financial ( is an independent investment... ...Financial is a high growth, private equity... ...Registered Investment Advisor. Founded in... ...employee-centric fiduciary advisory firm,... ...platform, including: Wealth Planning Team Estate Planning... ...in-office, team-oriented environment....Full timeContract workTemporary workPart timeInternshipWork at officeWork from homeFlexible hours
- ...primary relationship advisor for high net worth... ...-high net worth wealth clients.... ...time.* Meet revenue growth, profitability and... ...investment, trust and fiduciary services, and insurance... ..., etc., using a team approach to deliver... ..., age, sexual orientation, gender identity,...Full timePart timeWork at officeLocal areaShift workDay shift
- ...seeking an experienced Wealth Advisor to join its growing Wealth Management team in Houston, Texas . Based... ...management, trust and fiduciary services, estate... ...looking for a relationship-oriented Wealth Advisor who combines... .... Long-term career growth within a highly respected...
$85k - $180k
...Representative State Farm Agent Team Member Chase Lagarde -... ...Agent Team Member. As a customer-oriented expert, you will market the... ...days) Profit sharing Growth potential/Opportunity for advancement... ...State Farm agents are independent contractors who hire their own...For contractorsWork at officeWork from homeFlexible hours- ...Agent. As a member of our agency team, you have an opportunity to... ...) Valuable experience Growth potential/Opportunity for advancement... ...Self-motivated Detail oriented Ability to make... ...position is with a State Farm independent contractor agent, not with State...Hourly payFor contractorsWork at office
- ...the Role We are searching for a Financial Advisor to provide a personalized retirement and... ...your career on your terms, join our team. Responsibilities You will meet with existing... ..., gender identity or expression, sexual orientation, national origin, disability,...Remote jobLocal areaImmediate startRelocation
- ...Join Our Team At Corient, we help high... ...to preserve their wealth for future generations... ...and supports your growth, we would like to... ...with lead advisors to manage the client... ...closing business independently. Qualifications... ...national origin, sexual orientation, gender identity,...Permanent employmentTemporary workWork at officeFlexible hours
$85k - $145k
...Why Work at Mercer Advisors? For more than... ...by a single team. We deliver the kind... ...Mercer Advisors is an independent fiduciary legally bound to... ...including size, growth, service quality,... ...Summary: The Wealth Path Wealth... ...Focus and client-oriented position, but sales...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$85k - $160k
...recognized for delivering independent strategic and... ...M&A fairness opinion advisor over the past 25 years... ...rapidly mobilize the right team for the job, drawing on... ...facilitate our firm’s growth by cross selling other... ...gender identity, sexual orientation, protected veteran...Full timeWork at officeWorldwide- Bilingual Personal Banker Team Lead Houston, TX, US, 77001 Location... .... and BOK Financial Private Wealth, Inc. BOKF, NA operates... ...Banker and help drive long-term growth at BOK Financial. Your banking... ...person and via telephone Detail oriented, high degree of accuracy Ability...Local area
- BOK Financial Corporation in Houston seeks a Personal Banker Team Lead to guide client relationships and assist with premium banking services. The role includes leading a team, delivering a superior client experience, and participating in a comprehensive training program...
- ...outstanding resourcesEncouraging and collaborative team environmentDedication to safety through... ...team focused on customer value, revenue growth, profitability, and long-term... ...learning and change.Interpersonal savvy, action-oriented behavior, and a results-driven approach...Full timeNight shiftWeekend work
- ...through comprehensive wealth management and... ...nation's leading independent wealth management... ...environment where advisors can build successful... ...driving business growth. This is a production... ...and operations teams to deliver an exceptional... ...a commitment to fiduciary responsibility and...Work at office
$86.66k - $164.3k
...Tilly US, LLP is a licensed independent CPA firm that provides attest... ...status, gender identity, sexual orientation, or any other legally... ...Baker Tilly's Talent Attraction team, to submit candidates for review... ...clients range from emerging growth companies to publicly traded...Full timeLocal areaImmediate startWorldwideShift work- ...Wealth Planning AssociateAs a Wealth Planning... ...as a Financial Advisor.This role offers a... ...Advisors and client teams in delivering... ...learn, highly detail-oriented, service-minded, and... ...to the long-term growth and success of your... ...to work both independently and as part of a collaborative...Work at officeLocal areaFlexible hours
- ...Services Representative - State Farm Agent Team Member with Lester Quiroa - State Farm... ...Oklahoma, and Louisiana . We are focused on growth, consistent performance, and delivering... ..., trustworthy, accountable, and team-oriented, with a positive attitude and a strong desire...Work at officeLocal areaRelocation package
$116.2k - $229.1k
...Insurance Finance Transformation team, you will be responsible for:... ...skills: • Ability to work independently and collaborate as part of a... ...color, religion, sex, sexual orientation, gender identity, national origin... ...Job ID 361360 Strategy, Growth, and Transformation |...Local areaVisa sponsorship- ...Client Investment Associate Team Leader within JPMorgan Wealth Management, you will be... ...strategic direction for our Advisor Support team, focusing on... ...national origin, gender, sexual orientation, gender identity, gender... ...card sales and deposit growth and have the most-used...
- ...Houston, Texas, is seeking an ambitious Analyst to join its finance team. This role offers significant exposure to executive leadership... ...where your contributions impact business outcomes, along with opportunities for professional growth and mentorship. #J-18808-Ljbffr...
- ...supporting the Energy Coverage Team based out of our Houston, TX... ...take initiative and function independently, balanced with strong teaming... ..., Customer Service, Detail-Oriented, Financial Engineering, Financial... ...is core to our continued growth as one of the largest and most...Full timeWork at officeFlexible hours
- ...join our growing team in Houston, TX.... ...families. As a trusted advisor, this position... ...satisfaction and growth in relationship (e... ...deposit, credit, wealth management). Responsibilities... ...strategists and fiduciary specialists to... ..., sexual orientation, gender identity,...Flexible hours
- Job Summary The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one... ...software; ability to work independently, manage multiple priorities, and... ...service, resource coordination, growth mindset, and quality assurance....Temporary workLocal areaMonday to Friday
- ...and delivering tailored wealth strategies for high‑net‑worth... ..., retention, and growth of an existing portfolio. The advisor ensures each client receives... ...services such as credit, fiduciary support, or financial planning... ...across the advisory team, recommending wealth solutions...Temporary workPrivate practice
$100k
Texas Financial Advisors provides you with training, resources, and support to build your own financial success. You don’t need prior finance experience to join our team, but you do need energy, great people skills, and an entrepreneurial spirit. We will help you become...
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