Financial Advisor

Job Summary

The Financial Advisor will work directly with high-net-worth clients in a collaborative, team-based environment. This role is focused on building and maintaining trusted client relationships, delivering thoughtful investment guidance, and contributing to the firm’s long-term growth.

Serve as a primary point of contact for client relationships, delivering a high-touch, client-first experience.

Develop a deep understanding of each client’s financial goals, risk tolerance, and long-term objectives.

Provide ongoing investment guidance, portfolio reviews, and recommendations in partnership with internal teams.

Collaborate with financial planners, portfolio managers, and operations to deliver comprehensive wealth management solutions.

Maintain and strengthen existing client relationships, with a focus on long-term retention and trust.

Identify opportunities to deepen relationships through additional services and referrals.

Participate in client meetings, reviews, and ongoing communication throughout the year.

Maintain accurate client records, notes, and follow-ups within CRM systems.

Stay current on market trends and industry developments.

Series 65 or Series 7 and Series 66 combination.

2+ years of relevant experience, including:

• Registered representative at a full-service broker‑dealer
• Proficiency with Microsoft Office Suite
• Experience with Salesforce (a plus)

This job description should not be considered all-inclusive. It is merely a guide of expected duties. 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.

• 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

Houston

Full time

Hybrid