Elite Wealth Advisor High-Net-Worth Clients
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-10
Listing for:
CORDA Investment Management
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
CORDA Investment Management is looking for a Financial Advisor in Dallas, Texas. This position involves working with high-net-worth clients, focusing on relationship management and providing investment guidance.
The ideal candidate will have Series 65 or equivalent, 2+ years of experience, and proficiency in Microsoft Office. A collaborative approach is essential for success.
Join a firm committed to helping clients navigate their financial future while maintaining high standards of integrity.
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