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Wealth Advisor High-Net-Worth Clients

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Corda-Investment-Management
Full Time position
Listed on 2026-06-08
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor for High-Net-Worth Clients

Corda Investment Management in Dallas is seeking a Financial Advisor to work with high-net-worth clients in a collaborative, team-centric environment. This position focuses on delivering personalized investment guidance and building lasting client relationships.

The successful candidate will have a minimum of 2 years of relevant experience, hold the necessary licenses, and possess strong collaboration skills to contribute to the firm’s growth.

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