Wealth Advisor High-Net-Worth Clients
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-06-20
Listing for:
Corda-Investment-Management
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
Corda Investment Management in Austin, Texas seeks a Financial Advisor to join their team. This role involves building and maintaining trusted client relationships, providing comprehensive investment guidance, and contributing to the firm's growth through proactive relationship management.
The ideal candidate will have relevant financial certifications and 2+ years of experience. Proficiency in Microsoft Office and familiarity with Salesforce are desirable. This is a client-focused position, emphasizing high-touch service and long-term retention.
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