Wealth Advisor for High-Net-Worth Clients (Hybrid)

CORDA Investment Management, LLC. is seeking a committed Financial Advisor in Houston to collaborate with high-net-worth clients. You will be primarily responsible for building strong client relationships and providing thoughtful investment guidance that aligns with their financial goals. Your duties will include managing ongoing client communications, maintaining accurate records, and proactively identifying opportunities. A foundation of financial expertise is required, complemented by Series 65 or Series 7 and 66 designations. The firm offers a hybrid work model with comprehensive benefits. #J-18808-Ljbffr