Wealth Advisor High-Net-Worth Clients
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-06-06
Listing for:
Corda-Investment-Management
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales, Financial Services
Job Description & How to Apply Below
Corda-Investment-Management in Houston, Texas is looking for a Financial Advisor to enhance client relationships and deliver expert investment guidance. The role emphasizes collaboration within a team and proactive client engagement.
Ideal candidates will have a Series 65 or equivalent, 2+ years of experience in finance or investment, and proficiency in tools like Microsoft Office and Salesforce. Join us in helping clients achieve their financial goals in a supportive, client-first environment.
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