Independent Financial Advisor — Turnkey Platform & Team
Corda-Investment-Management
CORDA Investment Management, LLC is seeking a Senior Financial Advisor to join a fiduciary-first RIA with turnkey infrastructure and strong client relationships. You bring the relationships and drive; we provide the platform, technology, and team support to serve clients with independence and responsibility. Ideal candidates have an established client base, a fiduciary mindset, and enjoy collaboration within a high-performing team to grow client outcomes and the firm’s success. #J-18808-Ljbffr Corda-Investment-Management
Vacancy posted 22 hours ago
Similar jobs that could be interesting for youBased on the Independent Financial Advisor — Turnkey Platform & Team in Houston, TX vacancy
- ...integrated investment management, financial planning, tax strategy, and estate 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,...Platform
- ...ideas and big dreams and become part of a global team of over 50,000 planners, designers, engineers,... ...PowerPoint.Working knowledge of collaboration platforms such as Microsoft Teams and SharePoint.Ability to independently manage multiple priorities with strong follow-through...PlatformDaily paidWork at officeLocal areaRemote workWorldwideFlexible hours
$121.5k - $205k
...navigating crises, managing risk and optimizing performance, our teams respond rapidly to dynamic and complex situations.At FTI... ...specifications, data dictionaries, test plans, and end-user guides.Team & Platform PartnershipWork closely with the wider HR Data & Analytics team...PlatformFull timeWork at officeRemote work$141.2k - $278.3k
...the Finance Transformation team, you will work with CFOs, controllers... ...skills: Ability to work independently and collaborate as part of a... ..., finance transformation, financial planning and analysis, or... ...(ERP) finance and reporting platforms such as SAP, Oracle, Workday...PlatformLocal areaVisa sponsorship$140k - $200k
...Management provides holistic financial solutions to individuals, families... ...Directors empower Financial Advisors and clients to make confident... ...’s proprietary planning platform and modeling tools.Deliver advanced... ...supported and empowered. Our teams are relentless collaborators...PlatformTemporary workLocal area- ...years of experience in banking or public accounting, with a strong focus on GAAP and team building. This mid-senior level role requires effective communication, oversight of financial reporting, and maintaining accounting controls. This is a full-time opportunity to develop...Full time
- ...PolicyWe are KBRWhen you become part of our KBR team, your opportunities are endless. Through... ...to Zero Harm and our Sustainability Platform.In September 2025, we announced that we... ...strategic partners to the business, providing financial leadership and insight that drives...PlatformFull timeTemporary workLocal areaRemote workRelocation packageFlexible hours
$122k - $240.5k
...Deloitte’s Finance Operate team, you will work with CFOs, controllers... ...skills:Ability to work independently and collaborate as part of a... ...experience in accounting, financial reporting, controllership,... ...enterprise resource planning platforms or finance technologies, including...PlatformLocal area$90k - $100k
...Licensed Mental Health Therapists (LMFT, LPC, LCSW) to join our team in Houston, Texas. Offered in a full-time capacity, this remote... ...treatment strategies as needed. \n Utilize teletherapy platforms to provide remote sessions, ensuring accessibility for clients...PlatformRemote jobFull timeFlexible hoursOasis Care Behavioral Health Center
Houston, TX5 days ago- ...Strategic Planning, Economics, Financial Modeling, Macro Environment,... ...to the executive team and board of directors Own and... ...third-party research and data platforms to supplement analytical deliverables... ...processesAbility to work independently on unstructured requests...PlatformWork at officeLocal areaRemote work2 days per week
- ..., this role leads corporate accounting, financial planning, and reporting for company-wide... ...Execution & Reporting: Lead a combined team of accounting and planning professionals... ...financial systems and tools, including ERP platforms (SAP, Microsoft Dynamics, Deltek...PlatformFull timeTemporary workLocal areaRelocation packageFlexible hours
$1,500 - $2,000 per month
...your career, help others, and be part of a team that strives to do good every day, you'... ...help customers with their insurance and financial services needs, including Auto Insurance... ...Only State Farm agents are independent contractors who hire their own employees...For contractorsWork at officeWork from homeFlexible hours- ...Manager, you will enjoy working independently yet within a dynamic and... ...will be responsible for all financial aspects and the overall management... ...and Technical Operation Teams to solve the issues.Maintain... ...’s global data center platform, provides customers with a secure...Platform
- ...Across 35 offices nationwide, our team is united by a culture that... ..., ready to activate our full platform to deliver a customized,... ...preferred.Strong understanding of financial reports, including variance... ...value both collaboration and independence. United by our brand promise,...PlatformFull timeContract workWork at officeRemote workShift work
- ...Project ~ Work Location: Houston, TX Extraordinary teams building inspiring projects: Since 1898, we have helped customers... ...Proficiency with Power BI or similar business intelligence platforms, including dashboard development, data visualization, report...PlatformFull timeWork experience placementWork at officeLocal areaRemote workRelocation
Bechtel
Houston, TX6 days ago - ...learn how to build relationships, serve customers, and consistently convert opportunities into policies—while working with a supportive team. RESPONSIBILITIES Generate new business by following a structured activity plan that includes: Inbound lead follow-up...Full timeWork at office
Daniel Lottinger - State Farm Agent
Houston, TX12 days ago $70k - $100k
...compassionate Licensed Mental Health Counselor to join our dynamic team. This full-time role is an excellent opportunity for a clinician... ...open communication and collaborative dialogue. Our virtual platform is equipped with user-friendly tools, ensuring that you can easily...PlatformRemote jobFull timeClear Mind Psychological Center
Houston, TX20 days ago$90k - $104k
...Mental Health Counselors to join our dynamic team at the Aged Care Mental and Behavioral... ...be equipped with advanced teletherapy platforms, which streamline the delivery of... ...company matching, paving the way for your financial future. \n Unlimited referrals to facilitate...PlatformRemote jobFull timeImmediate startAged Care Mental and Behavioral Center
Houston, TX20 days ago$90k - $104k
...Health Counselors to join our expanding team. This full-time role emphasizes the delivery... ...services primarily through telehealth platforms. Our counselors are committed... ...matching contributions to help you secure your financial future. \n Flexible work schedules, allowing...PlatformRemote jobFull timeFlexible hoursKindbridge Psychological Services, Inc.
Houston, TX5 days ago- Finance & Insurance Manager - Team Mancuso Powersports Gulf Freeway in Houston, TX at Sonic Powersports Location: 11415 Gulf Freeway Houston, TX 77034 Job Type: Other Experience: Associate About Team Mancuso Powersports is a groupof seven high-volume franchised motorsport...Work at office
- ...Job Details: Project Development Engineer - Team Lead Role Summary The Project Development Team Lead directs a multidisciplinary... ...feedback and lessons learned for the Technical Infrastructure Platform. Required Qualifications • Bachelor’s degree in Engineering...Platform
Liberty Personnel Services, Inc.
Houston, TX17 days ago - A property management company in Houston is seeking an experienced Property Manager to lead a team of Leasing Agents. Responsibilities include ensuring performance goals, collaborating with the Maintenance team, and developing strategies to enhance resident satisfaction...Immediate start
- ...Job Description Job Description TurnKey - A division of Bruckner Truck & Equipment... ...across 10 states, and we have over 1,500 team members. Bruckner’s is more than just... ...competitive activity from other OEM and independents Handle customer walk ins and phone calls...Work at officeLocal areaFlexible hours
Bruckner Truck Sales, Inc
Houston, TX10 days ago - ...Work-life integration: We encourage our team to balance work with personal life. 95%... ...advancement: Access to CPE credits, learning platforms, coaching, and professional... ...developmentFinancial support: Up to 3% 401(k) matching and financial advisory servicesTeam and community...PlatformFull timeWork at office
- ...contacted as suitable positions become available. The Property Manager will oversee daily operations and financial performance of a multifamily property, lead the on-site team, ensure exceptional resident service, manage budgets, reporting, and compliance with Fair Housing...Immediate start
- ...Corporate Controller to lead and oversee financial operations across multiple entities. This... ...Lead and mentor the Corporate Accounting team, overseeing accounting operations across... ...firms in Texas, backed by an integrated platform spanning Investments, Development, Brokerage...Platform
Partners , Inc.
Houston, TX22 hours ago - A fast-growing industrial services company in Houston is seeking an Assistant Controller to lead a team of accountants. You will optimize financial processes, oversee ERP implementation, and enhance teamwork in a dynamic environment. The ideal candidate possesses a Bachelor...Full time
- ...Turnkey - A Division Of Bruckner Truck & Equipment Bruckner Truck & Equipment is one... ...across 10 states, and we have over 1,500 team members. Bruckner's is more than just... ...competitive activity from other OEM and independents Handle customer walk ins and phone calls...Local areaFlexible hours
$45k - $65k
...Join Our Fast-Growing, Vibrant Insurance Team in Willowbrook! Are you ready to build a rewarding career in insurance with a team... ...We Look Forward to Speaking With You! State Farm agents are independent contractors who hire their own employees. State Farm agents' employees...Base plus commissionFor contractorsWork at office- ...Wealth Management, Private Wealth Advisor Private Wealth Management (... ...and endowments. PWM Teams work one-on-one with clients... ...deliver an unparalleled investment platform inclusive of the full product... ...of private wealth management, financial services, or related professional...Platform
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Independent Financial Advisor — Turnkey Platform & Team. Be the first to apply!
