More jobs:
Wealth Advisor HNW Clients | Hybrid; Austin/Dallas
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-05-19
Listing for:
CORDA Investment Management
Full Time
position Listed on 2026-05-19
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
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.
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