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Wealth Advisor High-Net-Worth Clients
Job in
Savannah, Chatham County, Georgia, 31441, USA
Listed on 2026-06-18
Listing for:
CORDA Investment Management
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
CORDA Investment Management is hiring a Financial Advisor to work closely with high-net-worth clients in Georgia. This role involves building trusted relationships, providing investment guidance, and contributing to the firm's growth.
The ideal candidate will have a Series 65 or Series 7 and 66 combination, with at least 2 years of relevant experience in client relationship management. This is a collaborative team environment focused on delivering a high-touch client experience.
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