Wealth Advisor for High-Net-Worth Clients

CORDA Investment Management

CORDA Investment Management in Wisconsin seeks a Financial Advisor to work directly with high-net-worth clients. The role focuses on building trust and delivering investment guidance through collaboration with internal teams. Applicants should possess a Series 65 or a combination of Series 7 and 66 licenses, along with 2+ years of experience in relevant fields. The position offers a comprehensive wealth management experience while fostering long-term client relationships. #J-18808-Ljbffr

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Vacancy posted 4 days ago

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