Business Development​/Financial Consultant

At CORDA Investment Management, we believe our people are our greatest asset. We foster a collaborative, client-focused culture where talented professionals can grow their careers while making a genuine difference in the lives of the individuals and families we serve. If you are passionate about financial planning, investment management, or client service, we would love to hear from you.

• Multiple healthcare plans to fit you and your family
• 50% of coverage cost paid by CORDA
• Long Term Disability Insurance

• Every other Friday off (after the first 90 days of employment)
• 30-day paid sabbatical after five years employment, and every 5 years thereafter

• Company contributions to your 401(k) retirement plans
• Access to company financial planning tools

Full time

Hybrid

Business Development

CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families. We bring together investment management, financial planning, tax strategy, and estate planning in one integrated, proactive approach.

Registered with the SEC under the Investment Advisers Act of 1940, CORDA upholds the highest standards of integrity and fiduciary responsibility.

At CORDA, our team shares a common purpose: helping clients navigate complexity, build confidence in their financial future, and leave a meaningful legacy. We are a close-knit, collaborative team. We support each other and welcome new ideas, while staying focused on the clients we serve. If our work resonates with you, we’d love to connect!

We’re seeking a business development-minded financial advisor professional who’s ready to identify new business opportunities and foster relationships with both institutional partners and prospective clients. You will serve as the primary point of contact for institutional partners in our referral network and communicate our value proposition to those partners and prospective clients.

In a client-focused, team-centered environment, you will work closely with all areas of the firm as a contributor to growing client relationships. This role requires passion for helping people, being comfortable in a financial advisory or consultative role, and business development acumen.

We pride ourselves on a collaborative culture that puts our clients' interest first in every decision.

Proactively identify and engage prospective high-net-worth clients; execute strategies to meet and exceed firm growth goals

Build and nurture deep relationships with institutional and business partners to maximize referral flow

Conduct high-level consultations and presentations to demonstrate CORDA’s value and align our services with prospective clients’ long-term goals

Build trust, simplify complex financial concepts, and close new business within a team-centered environment

Partner with our Financial Planners, Financial Advisors, and Portfolio Managers to ensure a seamless transition from prospect to client

Maintain a sophisticated command of financial markets, retirement strategies, and regulatory trends to effectively mitigate risk and advise prospects

Utilize CRM (Salesforce) and Microsoft 365 to track pipeline activity and manage outreach efficiently

3+ years of successful experience in financial services, specifically in a client-facing or business development capacity

Active Series 65, or a combination of Series 7 and 66

Bachelor’s degree (B.A./B.S.) from an accredited institution

Proficiency in Salesforce (preferred), Excel, and the Microsoft 365 suite

Exceptional communication skills, a high degree of emotional intelligence, and a proven track record of achieving sales targets

This job description should not be considered all-inclusive. It is merely a guide of expected responsibilities and qualifications. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice.